Surety Account Manager

You'll Do

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Reviews and approves all new and renewal bond requests, consents, riders, etc.
• Accurately and consistently reviews contract and job specifications
• Executes bonds prepared by SAR
• Backs up SAR when additional support and document preparation is needed
• Prepares surety indemnity agreements and applications
• Prepares surety reference letters for clients and reports to A/E and surety, with guidance and approval for larger and more complex project letters
• Responsible for setting up and maintaining financial underwriting, SuretyWave, ImageRight, and EPIC files for new clients, and making appropriate file information changes
• Follows up on contracts, financial statements, bank information, work in progress schedules, and other pertinent underwriting information, with moderate guidance
• Works with A/E with moderate guidance in analyzing underwriting details, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies)
• Responsible 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 regarding IMA standards and procedures
• 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

You Should Have

• 2-3 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, along with completion of all mandatory CE requirements
• Detail-oriented with strong priority management skills
• Strong communication skills (courtesy, tact, and diplomacy) with external and internal clients, surety companies, and the team
• 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
• Participation in surety-related association activities and education opportunities preferred
• Professional designation - AFSB preferred
• Limited travel required (less than 25%)

Compensation & 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
• Well-Being Stipend
• Personal and Professional Development

Why Join IMA?

• Builds a reputation for putting associates first
• Works in teams, sells in teams, and wins together
• Provides support systems and resources to enable associates to focus on what they do best
• Independent company based in the Midwest, able to implement ideas quickly
• Nationally recognized as a leader in the industry
• Recognized as Best Places to Work in various categories
• Offers a comprehensive benefits package

Application Instructions

Apply Now