Private Client Placement Specialist

Private Client Placement Specialist

Essential job responsibilities include but are not limited to :

• 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
• Provides technical expertise and strategic guidance to sales staff as needed
• Attends client or prospect meetings as requested to provide technical support
• Strives to help meet or exceed agency and department goals and deadlines including assisting other team members as needed
• Serves as a mentor and subject matter expert by providing guidance to other associates as well as assist with onboarding and training of new employees.
• Nurtures close knit relationships with Producers by demonstrating excellent written and oral communication skills.
• Executes High Net Worth and Ultra High Net Worth accounts flawlessly while being the main point person for strategy and direction on the account.
• Maintains an open mind on each account to execute an appropriate option for the producer and insured.
• Demonstrates the ability to drum up complex and strategic solutions for IMA Select's top tier prospects.
• Finalizes large accounts in a timely manner while setting realistic expectations with producer to keep the insured informed

Required experience and skills include but are not limited to :

Salary Range : $49,863.14$69,808.40 USD

Compensation & Benefits : Being a part of IMA has its benefits. 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. 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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

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. 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. We are recognized nationally as a leader in our industry.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.