New Business Placement Specialist

IMA Financial Group•Overland Park, KS

4h•Hybrid

About The Position

This role supports and demonstrates IMA’s core values, including the importance of 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. Key responsibilities include submitting new business applications, generating quotes and proposals, managing prospect and underwriting information in the agency management system, and maintaining organized account files. The specialist will stay informed about carrier appetites and market changes, communicate quoted coverages and costs to producers, and assist with the issuance of binders, invoices, and finance agreements. This position also involves managing day-to-day relationships with carrier partners, building long-term partnerships, and upholding company standards while supporting producer success. The role aims to contribute to meeting or exceeding agency and department goals and deadlines.

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

Nice To Haves

Bachelor’s Degree preferred or equivalent experience

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
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