Business Insurance Placement Associate

IMA Financial Group•Dallas, KS

About The Position

This role supports the placement of business insurance by building new business submission shells, completing policy setups, and preparing necessary documentation. The associate will enter detailed policy data, prepare ACORD forms, process Broker of Record requests, and manage certificate of insurance requests. They will also generate client-facing proposals, prepare surplus lines documentation, and communicate with carrier partners. A significant portion of the role involves supporting new business placement overflow and performing online carrier rating and quoting. Maintaining high standards of data integrity and workflow organization is crucial.

Requirements

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

Nice To Haves

Experience with EPIC and Indio preferred
Bachelor’s Degree preferred or equivalent experience

Responsibilities

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 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 (approximately 25% of the role).
Perform online carrier rating and quoting at the direction of the placement team.
Maintain high standards of data integrity, documentation accuracy, and workflow organization across all systems and platforms.