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 a…