Business Insurance Placement Associate

Essential Job Responsibilities

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Build new business submission shells by creating EPIC and Indio accounts from Salesforce white sheets and other intake materials.
Complete policy setups in EPIC, ensuring accuracy, completeness, and compliance with agency and carrier standards.
Enter detailed policy data in EPIC, including but not limited to coverage limits, vehicle schedules, driver lists, and property schedules of values (SOVs).
Prepare and complete ACORD forms in support of new business submissions and policy placement.
Prepare and process Broker of Record (BOR) requests, including required documentation and system updates.
Process and manage certificate of insurance requests, ensuring accuracy and timely delivery.
Generate client‑facing proposals and coverage comparisons to support placement and producer review.
Prepare and submit E&S surplus lines documentation and tax filings in accordance with state requirements when required.
Maintain regular communication with carrier partners and underwriters, staying current on appetites, guidelines, and process changes.
Support new business placement overflow during peak production periods, assisting with submissions from start to finish as required.

Required Experience and Skills

• 1 to 3 years of similar or related insurance experience
• Systems skills – Experience with EPIC and Indio preferred
• Experience with MS Office products required (Outlook, Word, Excel, and Copilot)
• Attain and maintain professional license – Property & Casualty license
• High School Diploma required
• Bachelor’s Degree preferred or equivalent experience
• Ability to manage multiple deadlines and high‑volume workflows across multiple offices
• Strong attention to detail with a focus on accuracy, consistency, and compliance

Pay & Benefits

Salary Range: $44,000 USD - $60,000 USD
Congratulations on joining the IMA family! As a valued member of our team, you’ll have access to a comprehensive benefits package designed to support your health, financial security, and overall well-being. This includes:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• Flexible Spending Account (FSA)
• Hybrid Health Savings Account (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

Additionally, the final offer amount will depend on various factors such as your geographic location, prior relevant experience, and your knowledge, skills, and abilities.

Why Join IMA?

We believe in building a strong, supportive community where everyone can thrive. At IMA, you'll find:

• A culture that puts our associates first
• The opportunity to work in teams, sell in teams, and win together
• Support systems and resources that help you focus on what you do best
• A unique ownership business model that allows you to be part of something special
• A dynamic environment with a wide range of opportunities for growth and development

IMA is proud to be recognized as one of the best places to work in various industries and regions. Join us today and be part of a growing, successful company!