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Business Insurance Placement Associate at IMA Financial Group, Inc.
Dallas, TX; Denver, CO; Overland Park, KS; Wichita, KSFull-timeSmall CommercialPosted 10 days ago
Apply with PipelineAbout the Role
<p><strong><span data-contrast="auto">ESSENTIAL JOB RESPONSIBILITIES </span></strong><span data-contrast="auto">include but are not limited to:</span><strong><span data-contrast="auto"> </span></strong><span data-ccp-props="{"201341983":2,"335551550":6,"335551620":6,"335559740":260}"> </span></p>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="none">Supports and demonstrates IMA’s core values </span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Values and understands the importance of diversity, equity, and inclusion among all IMA associates. </span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">Build new business submission shells by creating EPIC and Indio accounts from Salesforce white sheets and other intake materials. </span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="none">Complete policy setups in EPIC, ensuring accuracy, completeness, and compliance with agency and carrier standards. </span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="o" data-font="Courier New" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="2"><span data-contrast="none">Enter detailed policy data in EPIC, including but not limited to coverage limits, vehicle schedules, driver lists, and property schedules of values (SOVs).</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="none">Prepare and complete ACORD forms in support of new business submissions and policy placement.</span><span data-ccp-props="{"201341983":2,"335559740":260}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="none">Prepare and process Broker of Record (BOR) requests, including required documentation and system updates.</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="none">Process and manage certificate of insurance requests, ensuring accuracy and timely delivery</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1"><span data-contrast="none">Generate client</span>‑<span data-contrast="none">facing proposals and coverage comparisons to support placement and producer review.</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1"><span data-contrast="none">Prepare and submit E&S surplus lines documentation and tax filings in accordance with state requirements when required.</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="10" data-aria-level="1"><span data-contrast="none">Maintain regular communication with carrier partners and underwriters, staying current on appetites, guidelines, and process changes.</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="11" data-aria-level="1"><span data-contrast="none">Support new business placement overflow during peak production periods, assisting with submissions from start to finish as required. Approximately 25% of the role.</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="12" data-aria-level="1"><span data-contrast="none">Perform online carrier rating and quoting at the direction of placement team.</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="13" data-aria-level="1"><span data-contrast="none">Maintain high standards of data integrity, documentation accuracy, and workflow organization across all systems and platforms.</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<p><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></p>
<p><strong><span data-contrast="auto">REQUIRED EXPERIENCE AND SKILLS </span></strong><span data-contrast="auto">include but are not limited to:</span><strong><span data-contrast="auto"> </span></strong><span data-ccp-props="{"201341983":2,"335551550":6,"335551620":6,"335559738":120,"335559740":260}"> </span></p>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="14" data-aria-level="1"><span data-contrast="none">1 to 3 number of years of similar or related insurance experience</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="15" data-aria-level="1"><span data-contrast="none">Systems skills – Experience with EPIC and Indio preferred</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="16" data-aria-level="1"><span data-contrast="none">Experience with MS Office products required (Outlook, Word, Excel, and Copilot) </span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="17" data-aria-level="1"><span data-contrast="none">Attain and maintain professional license – Property & Casualty license</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="18" data-aria-level="1"><span data-contrast="none">High School Diploma required</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="19" data-aria-level="1"><span data-contrast="none">Bachelor’s Degree preferred or equivalent experience</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="20" data-aria-level="1"><span data-contrast="none">Ability to manage multiple deadlines and high</span>‑<span data-contrast="none">volume workflows across multiple offices</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Wingdings" data-listid="34" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Wingdings","469769242":[9642],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="21" data-aria-level="1"><span data-contrast="none">Strong attention to detail with a focus on accuracy, consistency, and compliance</span><span data-ccp-props="{"134245417":false,"201341983":1,"335559740":310,"469777462":[1175,1410],"469777927":[0,0],"469777928":[4,1]}"> </span></li>
</ul><div class="content-pay-transparency"><div class="pay-input"><div class="title">Salary Range</div><div class="pay-range"><span>$44,000</span><span class="divider">—</span><span>$60,000 USD</span></div></div></div><div class="content-conclusion"><p><strong>Compensation & Benefits</strong></p>
<p>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:<br> <br>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, <span data-teams="true">Well-Being Stipend</span>, 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. </p>
<p><span style="text-decoration: underline;"><strong><span data-teams="true">*These benefits do not apply to internship roles.</span></strong></span></p>
<p><strong>Why Join IMA?</strong></p>
<p><strong>We’ve built a reputation for putting our associates first</strong></p>
<p>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.</p>
<p><strong>We work in teams. We sell in teams. We win and prosper as a team</strong></p>
<p>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.</p>
<p><strong>We are recognized nationally as a leader in our industry</strong></p>
<ul>
<li>2020-2023 Business Insurance Magazine Best Places to Work in Insurance </li>
<li>2023 Inc. Magazine’s Best Workplaces </li>
<li>2023 Denver Business Journal’s Best Places to Work </li>
<li>2022-2023 Connecticut Top Work Places </li>
<li>2021-2023 Inc. 5000’s List of Fastest Growing Companies </li>
<li>2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies </li>
<li>2022-2023 Kansas City Business Journal’s Best Places to Work </li>
<li>2021-2023 Charlotte Business Journal’s Best Places to Work </li>
<li>2021-2023 Los Angeles Business Journal’s Best Places to Work </li>
<li>2021-2023 The Salt Lake City Tribune Top Work Places </li>
<li>2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces </li>
<li>2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category </li>
<li>2021 Dallas Business Journal’s Best Places to Work </li>
<li>2021 Alaska Journal of Commerce’s Best Workplaces in Alaska </li>
</ul>
<p> </p>
<p><em>This Job Description is not a complete statement of all duties and responsibilities comprising this position.</em></p>
<p><em>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. </em></p>
<p> </p></div>
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