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