IMA Financial Group, Inc. · 8 hours ago
Surety Account Manager
Overland Park, KS
Full-time
Hybrid
Entry, Mid Level
2+ years expIMA Financial Group, Inc. is an entrepreneurial, expanding company recognized nationally as a leader in the insurance industry. They are seeking a Surety Account Manager to review and approve bond requests, maintain financial underwriting files, and assist in training new positions while supporting the team's project completion efforts.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Reviewing and approving all new and renewal bond requests, consents, riders, etc
Accurate and consistent contract and job specification review
Reviewing and execution of bonds subsequent to bonds being prepared by SAR
Back up SAR when additional support and document preparation is needed
Preparing surety indemnity agreements and applications
Preparing surety reference letters for clients and report to A/E and surety, with guidance and approval obtained for all larger and complicated project letters by A/E and Surety
Responsibility for setting up and maintaining financial underwriting, SuretyWave, ImageRight and EPIC files for new clients, and making appropriate file information changes when required
Responsibility for following up on contracts, financial statements, bank information, work in progress schedules and other pertinent underwriting information, with moderate guidance
Works with AE with moderate guidance in analyzing underwriting details, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies)
Responsibility for A/R payment follow up with minimal guidance from A/E or manager on a monthly basis
Assists in the training and mentoring of new SAR and SAM positions as regards to IMA standards and procedures
Actively supports the team by participating in the completion of all duties required to complete a project and service an account
Performs functions of the role within an IMA office 75% of the time
Qualification
Required
2-3 years of similar or related surety experience
Current Resident State (and possibly non-resident) Property and Casualty Insurance license required, as well as completion of all mandatory CE requirements
Required: detail oriented with strong priority management skills
Required: strong communication skills (including courtesy, tact and diplomacy) with external and internal clients, surety companies and the team
Required: experience with problem solving and ability to perform intermediate level mathematics
Proficiency with MS Office products (Outlook, Word and Excel), as well as SuretyWave, ImageRight, EPIC and FoxIt
Limited travel required (less than 25%)
Preferred
A two-year college or bachelor's degree preferred
Participation in surety-related association activities and education opportunities preferred
Attain and maintain professional designation – AFSB preferred
Benefits
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Health Club Reimbursement
Personal and Professional Development
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase