Surety Account Executive
IMA Financial Group
Essential job responsibilities include but are not limited to:Supports and demonstrates IMA’s core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associates.Primary accountability for coordination of all surety services provided to clients involving a degree of complexity and responsibility, that are small to medium sized companiesDuties include, but are not limited to:Gathers, analyzes and maintains underwriting information for clients and prospectsDevelops and manages close working relationships with external and internal customers, and surety company personnelProvides education, instruction and support to clients throughout the entire bonding processPrepares for and leads client surety meetings with moderate guidanceDemonstrates problem solving, coordinating information and specific details, and acting as a source of contract and commercial surety expertise for the agencyDevelops meaningful new and re-marketing submissions for clients and prospects and manage the marketing process to establish and/or maintain competitive bond programsAssists in developing sales of new or additional lines of businessAssists with cross training within the bond department SAM and SAR roles when appropriateResponsibility for overseeing the collection process of AR items in accordance with the IMA Surety Accounts Receivable processPerforms functions of the role within an IMA office approximately 50% of the timeRequired Experience and Skills include but are not limited to:Five to ten years of similar or surety related experiencePrefer a college degree or equivalent experienceAFSB Designation preferredMust maintain a Property & Casualty insurance licensed for the state where domiciled, as well others where clients are locatedMust fulfill appropriate continuing education requirementsHigh degree of diplomacy and trustAbility to interpret and analyze surety/insurance documents and financial documentsStrong analytical and math skills, including basic familiarity, and with surety underwriting and marketingStrong time-management skills with the ability to prioritize multiple tasksAbility to coordinate the workflow of others on special projectsExperience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel) – or N/ALimited travel required – 25% or lessCompetencies & Traits:Business AcumenFinancial AcumenProfessionalismSelf-DirectionManage Client RelationshipsInterpersonal skillsProblem SolvingCommunicating#LI-JS1Compensation & BenefitsBeing 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, Well-Being Stipend, 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. *These benefits do not apply to internship roles.Why Join IMA?We’ve built a reputation for putting our associates firstWhat 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 teamWe 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• Business Insurance Magazine – Best Places to Work in Insurance • US Insurance Awards – Community Outreach Project of the Year• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist• Inc. Magazine Best Workplaces • Inc. 5000 – List of Fastest Growing Companies • Alaska Journal of Commerce – Best Workplaces in Alaska • Charlotte Business Journal – Best Places to Work • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies • Connecticut Top Workplaces • Dallas Business Journal – Best Places to Work • Denver Business Journal – Best Places to Work• Denver Business Journal – Fast 50• Kansas City Business Journal – Best Places to Work • Los Angeles Business Journal – Best Places to Work • Puget Sound Business Journal – Washington’s Best Workplaces • Tampa Bay Times – Best Workplaces• The Salt Lake City Tribune Top Workplaces • Utah Business – Best Places to Work• Wichita Business Journal – Best Places to WorkThis 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.
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