Private Client Placement Specialist

ESSENTIAL JOB 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

REQUIRED EXPERIENCE AND SKILLS

An active Property & Casualty License required
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

COMPENSATION & BENEFITS

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

About the role

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.

Benefits

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

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.

Company Culture

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.

Recognition

The IMA Financial Group, Inc. is recognized nationally as a leader in our industry. Here are some of the awards we've received:

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska