Private Client Placement Specialist

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

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Collaborates with sales staff, both locally and long distance, as well as carrier partners in developing and executing marketing and placement strategies to drive new business growth
• Generates quotes utilizing carrier online quoting and comparative rating systems and creates professional, detailed proposals per agency standards
• Enters prospect and underwriting information into agency management system and maintains organized account files with proper documentation
• Negotiates account eligibility and optimum coverage terms with insurance carriers
• Maintains knowledge of carrier and broker appetites and specialty programs including attending carrier meetings to stay apprised of market and rate changes
• Effectively communicates quoted coverages, costs, and deductibles to producers including identifying and suggesting coverage enhancements and mitigation opportunities
• Coordinates and issues invoices, certificates of insurance, Broker of Record requests, auto ID cards, communication with mortgagees, filings, and binders
• Assists in providing a seamless transition from marketing to assigned servicing team
• Manages day to day relationships with carrier partners and assists in building long term partnerships
• Assists in upholding company appetite and standards while building relationships with producers and contributing to their success
• Strives to help meet or exceed agency and department goals and deadlines including assisting other team members as needed

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Math skills and familiarity with ratios, percentages, discounts, and commissions
• Ability to prioritize and multitask in a fast-paced environment while responding to requests in a timely, accurate, and friendly manner
• Excellent critical thinking and problem-solving skills
• Time management skills with the ability to meet deadlines and quick turnaround demands
• Strong computer proficiency
• Excellent oral and written communication and interpersonal skills
• Willing to work overtime if necessary due to cyclical nature of business

COMPETENCIES & TRAITS:

• Building relationships
• Agility/Flexibility
• Self-Direction
• Problem Solving
• Communicating

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.