Private Client Placement Specialist

IMA Financial Group, Inc.; Wichita (KS); On-site; USD 55,000 - 85,000; Full time

Job summary

IMA Financial Group, Inc. is seeking a detail-oriented professional to support marketing and placement strategies with carrier partners.

You will generate quotes, prepare proposals, and enter prospect data into the agency management system to keep files accurate and organized. This role involves negotiating terms, tracking carrier appetites, communicating coverages and costs to producers, and coordinating invoices, certificates of insurance, and binders to ensure a smooth transition from

Qualifications

• Math skills with ratios, percentages, discounts, and commissions.
• Ability to 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.

Responsibilities

• 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

Skills

Math skills

Multitasking

Critical thinking

Time management

Computer proficiency

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