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Private Client Placement Specialist

IMA Financial Group
CompanyIMA Financial Group
CategoryUncategorised
LocationWichita
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted29 Jul 2026
Last verified6 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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 Strives to help meet or exceed agency and department goals and deadlines including assisting other team members as needed REQUIRED EXPERIENCE AND SKILLS  include but are not limited to: 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 COMPETENCIES & TRAITS: Building relationships Agility/Flexibility Self-Direction Problem Solving Communicating     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. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced 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, Well-Being Stipend , 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.  *These benefits do not apply to internship roles. 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 be