Surety Account Manager

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IMA Financial Group, Inc.

WebsiteLinkedInAll Job Openings

Insurance • Surety • Employee Benefits • Risk Management

1001 - 5000 employees

Founded 1980

💸 Finance

🏢 Enterprise

💰 Private Equity Round on 2020-11

Description

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion • Responsible for day-to-day servicing of contract surety accounts • Reviewing and approving new and renewal bond requests • Perform accurate and consistent contract and job specification review • Review and check bonds prepared by Surety Account Representative • Back up Surety Account Representative when needed • Prepare surety indemnity agreements and applications • Prepare surety reference letters for clients • Set up and maintain financial underwriting files • Consistently communicate with Account Executive and Producer • Analyze underwriting files and report information • Work with Account Executive in developing submissions • Responsible for aged accounts receivable follow-up • Assist in the training and mentoring of new employees • Actively support the team in servicing accounts • Perform functions within an IMA office 60% of the time

Requirements

• 3-5 years of similar or related surety experience • A two-year college or bachelor's degree preferred • Current Resident State Property and Casualty Insurance license required • Be detail oriented with strong priority management skills • Possess strong communication skills with clients and team • Possess strong problem-solving acumen and ability to perform intermediate mathematics • Proficiency with MS Office products and specific software • Participation in surety-related activities preferred • Attain and maintain professional designation – AFSB preferred • Limited travel required (less than 25%)

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