Surety Account Manager - 3

IMA Financial Group
paid time off, paid holidays, 401(k)
United States, Texas, Fort Worth
Dec 09, 2024
What You'll Do: 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 You Should Have: 3-5 years of similar or related surety experience A two-year college or bachelor's degree preferred 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 Participation in surety-related association activities and educational opportunities preferred Attain and maintain professional designation - AFSB preferred Limited travel required (less than 25%) Competencies & Traits: Self-Direction Detail Oriented Agility/Flexibility Interpersonal Skills Communication Skills Technologically Savvy Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry 2020-2023Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut TopWork Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune TopWork Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.