Business Insurance Placement Associate

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.  

• Build new business submission shells by creating EPIC and Indio accounts from Salesforce white sheets and other intake materials.  

• Complete policy setups in EPIC, ensuring accuracy, completeness, and compliance with agency and carrier standards.  

• Enter detailed policy data in EPIC, including but not limited to coverage limits, vehicle schedules, driver lists, and property schedules of values (SOVs). 

• Prepare and complete ACORD forms in support of new business submissions and policy placement. 

• Prepare and process Broker of Record (BOR) requests, including required documentation and system updates. 

• Process and manage certificate of insurance requests, ensuring accuracy and timely delivery 

• Generate client‑facing proposals and coverage comparisons to support placement and producer review. 

• Prepare and submit E&S surplus lines documentation and tax filings in accordance with state requirements when required. 

• Maintain regular communication with carrier partners and underwriters, staying current on appetites, guidelines, and process changes. 

• Support new business placement overflow during peak production periods, assisting with submissions from start to finish as required. Approximately 25% of the role. 

• Perform online carrier rating and quoting at the direction of placement team. 

• Maintain high standards of data integrity, documentation accuracy, and workflow organization across all systems and platforms. 

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:  

• 1 to 3 number of years of similar or related insurance experience 

• Systems skills – Experience with EPIC and Indio preferred 

• Experience with MS Office products required (Outlook, Word, Excel, and Copilot)  

• Attain and maintain professional license – Property & Casualty license 

• High School Diploma required 

• Bachelor’s Degree preferred or equivalent experience 

• Ability to manage multiple deadlines and high‑volume workflows across multiple offices 

• Strong attention to detail with a focus on accuracy, consistency, and compliance 

Salary Range: $44,000 USD - $60,000 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. 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 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

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 
• 2023 Inc. Magazine’s Best Workplaces 
• 2023 Denver Business Journal’s Best Places to Work 
• 2022-2023 Connecticut Top Work Places  
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies  
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 
• 2022-2023 Kansas City Business Journal’s Best Places to Work 
• 2021-2023 Charlotte Business Journal’s Best Places to Work  
• 2021-2023 Los Angeles Business Journal’s Best Places to Work 
• 2021-2023 The Salt Lake City Tribune Top Work Places 
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 
• 2021 Dallas Business Journal’s Best Places to Work 
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 

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.