Private Client Placement Specialist
IMA Financial Group(9 days ago)
About this role
This role involves supporting insurance agency functions including underwriting, quoting, and client relationship management. The position requires collaboration with team members and carrier partners to develop strategies, maintain documentation, and ensure customer satisfaction. It offers a benefits package and opportunities for professional growth within the company.
Required Skills
- Communication
- Customer Service
- Underwriting
- Negotiation
- Account Management
- Data Entry
- Policy Management
- Problem Solving
- Teamwork
- Time Management
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
View more jobs at IMA Financial Group →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at IMA Financial Group
Similar Jobs
Underwriting Assistant, Religious Institutions
Convelo Insurance Group(10 months ago)
Underwriter
QuoteWell(25 days ago)
Commercial Lines Account Executive
Foundation Risk Partners(1 month ago)
Senior Operations Manager, Underwriting
Figure(1 month ago)
Senior Account Manager
EPIC Brokers(1 month ago)
Underwriting Operations Manager
Branch(12 days ago)