IMA Financial Group
Insurance
BusinessInsurancePlacementAssociate
“Business Insurance Placement Associate at IMA Financial Group. Skills: Insurance placement, Policy setup, Data entry. Build new business submission shells. Create EPIC and Indio accounts”
Industry & Context.
What They're Looking For.
Must Have
1 to 3 years insurance experience, MS Office products required, Property & Casualty license, High School Diploma required
Nice to Have
Bachelor's Degree preferred, EPIC experience preferred, Indio experience preferred
What You'll Do.
Build new business submission shells
Create EPIC and Indio accounts
Complete policy setups in EPIC
Enter detailed policy data
Prepare and complete ACORD forms
Prepare and process Broker of Record requests
Process and manage certificate of insurance requests
Generate client-facing proposals
Prepare and submit E&S surplus lines documentation
Maintain communication with carrier partners
Stay current on carrier appetites
Support new business placement overflow
Perform online carrier rating
Maintain high standards of data integrity
Maintain documentation accuracy
Maintain workflow organization
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