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
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.

About the Role

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.