New Business Placement Specialist

IMA Financial Group•Wichita, KS

7d•Hybrid

About The Position

This role supports and demonstrates IMA’s core values, emphasizing diversity, equity, and inclusion. The New Business Placement Specialist collaborates with sales staff and carrier partners to develop and execute marketing and placement strategies for new business growth. Responsibilities include submitting new business applications, generating quotes, creating proposals, and managing prospect and underwriting information in the agency management system. The specialist will maintain knowledge of carrier appetites and specialty programs, communicate quoted coverages and costs, and assist in the issuance of binders, invoices, and finance agreements. This role also involves managing day-to-day relationships with carrier partners, upholding company standards, and contributing to agency and department goals.

Requirements

Active P&C license required
Ability to prioritize and multitask in a fast-paced environment while responding to requests in a timely, accurate, and friendly manner
3-5 years of similar or related insurance experience
Systems skills - experience with Epic and Indio preferred
High School Diploma required
Ability to analyze insurance quotes and make recommendations
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

Nice To Haves

Bachelor’s Degree preferred or equivalent experience

Responsibilities

Supports and demonstrates IMA’s core values
Collaborates with sales staff and carrier partners in developing and executing marketing and placement strategies to drive new business growth
Submits new business applications, including supplementals, to carrier partners
Generates quotes utilizing carrier online quoting 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
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
Coordination and issuance of binders, invoices, filings and finance agreements
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