Private Client Placement Specialist
IMA Financial Group
| Company | IMA Financial Group |
| Category | Uncategorised |
| Location | Wichita |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 29 Jul 2026 |
| Last verified | 6 Aug 2026 |
| Source | Employer ATS (greenhouse) |
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