Private Client Placement Pro — Carrier Partnerships

IMA Financial Group; Town of Texas (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

Paid Time Off

401(k)

Job summary

IMA Financial Group in Wisconsin is seeking a detail-oriented, client-focused professional to support marketing and placement strategies, generate carrier quotes, and maintain organized files.

You will negotiate terms with carriers, clearly communicate coverage details to producers, and help build lasting relationships while ensuring timely delivery of services and achievement of team goals.

Qualifications

• Math skills with ratios, percentages, discounts, and commissions.
• Ability to prioritize and multitask in a fast-paced environment.
• Excellent critical thinking and problem-solving skills.
• Time management to meet deadlines and quick turnaround demands.
• Strong computer proficiency.
• Excellent oral and written communication and interpersonal skills.
• Willing to work overtime due to cyclical business.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Valuing diversity, equity, and inclusion among all IMA associates.
• Collaborates with sales staff locally and long distance, and with carrier partners to drive new business growth.
• Generates quotes using carrier online quoting and comparative rating systems with detailed proposals.
• Enters prospect and underwriting data into the agency management system and maintains organized account files.
• Negotiates account eligibility and coverage terms with carriers.
• Keeps knowledge of carrier/broker appetites and attends carrier meetings to monitor market changes.
• Communicates quoted coverages, costs, and deductibles to producers and suggests enhancements.
• Coordinates and issues invoices, COIs, Broker of Record requests, auto IDs, mortgagee communications, filings, and binders.
• Assists in marketing-to-servicing transitions and day-to-day carrier relationships.
• Supports building long-term carrier partnerships and upholds company appetite and standards.
• Aims to meet or exceed agency and department goals, supporting team members as needed.

Skills

Math skills

Prioritization

Critical thinking

Time management

Computer proficiency

Communication

Overtime willingness

Tools

Agency management system

Carrier quoting systems

Comparative rating systems

Job description

IMA Financial Group in Wisconsin is seeking a detail-oriented, client-focused professional to support marketing and placement strategies, generate carrier quotes, and maintain organized files.

You will negotiate terms with carriers, clearly communicate coverage details to producers, and help build lasting relationships while ensuring timely delivery of services and achievement of team goals.