Be an early applicantLess than 25 applicants

Company

IMA Financial Group, Inc. · 9 hours ago

Surety Account Manager

United States

Full-time

Remote

Mid Level

3+ years exp

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Financial ServicesInsurance

Growth Opportunities

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Responsibilities

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Responsible for the day-to-day servicing of contract surety accounts, including but not limited to

Reviewing and approving all new and renewal bond requests, consents, riders, etc.

Perform accurate and consistent contract and job specification review

Review and check bonds prepared by Surety Account Representative

Back up Surety Account Representative when additional support and document preparation is needed

Prepare surety indemnity agreements and applications

Prepare surety reference letters for clients

Set up and maintain financial underwriting files with moderate guidance from an Account Executive

Consistently communicate with Account Executive and Producer regarding any significant projects, financial issues, etc.

Analyze underwriting files, utilize department standards to facilitate underwriting, report information to the surety(ies) with moderate guidance from an Account Executive

Works with Account Executive in developing and submitting surety submissions to the marketplace

Responsible for aged accounts receivable follow up with minimal guidance from Account Executive or Department Manager on a monthly basis

Assist in the training and mentoring of new Surety Account Representative and Surety Account Manager positions in accordance with IMA standards and procedures

Actively support the team by participating in the completion of all duties required to service an account

Performs functions of the role within an IMA office 60% of the time

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Surety experienceCasualty Insurance licenseMS Office proficiencyTinubu (SurePath)EPICFoxItAFSB designationLevel mathematicsTechnologically savvyAgility/FlexibilityProblem-solving acumen

Required

3-5 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

Be detail oriented with strong priority management skills

Possess strong communication skills (including courtesy, tact and diplomacy) with external and internal clients, surety companies, and the team

Possess strong problem-solving acumen and the ability to perform intermediate level mathematics

Proficiency with MS Office products (Outlook, Word and Excel), as well as Tinubu (SurePath), 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 educational 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.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees