Private Client Placement Specialist

IMA Financial Group•Wichita, KS

About The Position

This role supports and demonstrates IMA’s core values, emphasizing diversity, equity, and inclusion. The Private Client Placement Specialist collaborates with sales staff and carrier partners to develop and execute marketing and placement strategies for new business growth. The position involves generating quotes, creating proposals, entering prospect information, and negotiating coverage terms with insurance carriers. Maintaining knowledge of carrier appetites and market changes is crucial. The specialist will communicate quoted coverages and costs to producers, assist with invoicing, certificates of insurance, and other administrative tasks, ensuring a smooth transition to the servicing team. This role also involves managing day-to-day relationships with carrier partners and contributing to agency and department goals.

Requirements

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.

Nice To Haves

Building relationships
Agility/Flexibility
Self-Direction
Problem Solving
Communicating

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.
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.