BusinessInsurancePlacementAssociate

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