Surety Account Executive

IMA Financial Group•Overland Park, KS

2d•Hybrid

About The Position

Primary accountability for coordination of all surety services provided to clients involving a degree of complexity and responsibility, that are small to medium sized companies. Duties include, but are not limited to: Gathers, analyzes and maintains underwriting information for clients and prospects. Develops and manages close working relationships with external and internal customers, and surety company personnel. Provides education, instruction and support to clients throughout the entire bonding process. Prepares for and leads client surety meetings with moderate guidance. Demonstrates problem solving, coordinating information and specific details, and acting as a source of contract and commercial surety expertise for the agency. Develops meaningful new and re-marketing submissions for clients and prospects and manage the marketing process to establish and/or maintain competitive bond programs. Assists in developing sales of new or additional lines of business. Assists with cross training within the bond department SAM and SAR roles when appropriate. Responsibility for overseeing the collection process of AR items in accordance with the IMA Surety Accounts Receivable process. Performs functions of the role within an IMA office approximately 50% of the time.

Requirements

Five to ten years of similar or surety related experience
Prefer a college degree or equivalent experience
AFSB Designation preferred
Must maintain a Property & Casualty insurance licensed for the state where domiciled, as well others where clients are located
Must fulfill appropriate continuing education requirements
High degree of diplomacy and trust
Ability to interpret and analyze surety/insurance documents and financial documents
Strong analytical and math skills, including basic familiarity, and with surety underwriting and marketing
Strong time-management skills with the ability to prioritize multiple tasks
Ability to coordinate the workflow of others on special projects
Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel) – or N/A
Limited travel required – 25% or less

Nice To Haves

AFSB Designation preferred

Responsibilities

Supports and demonstrates IMA’s core values
Values 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 companies
Gathers, analyzes and maintains underwriting information for clients and prospects
Develops and manages close working relationships with external and internal customers, and surety company personnel
Provides education, instruction and support to clients throughout the entire bonding process
Prepares for and leads client surety meetings with moderate guidance
Demonstrates problem solving, coordinating information and specific details, and acting as a source of contract and commercial surety expertise for the agency
Develops meaningful new and re-marketing submissions for clients and prospects and manage the marketing process to establish and/or maintain competitive bond programs
Assists in developing sales of new or additional lines of business
Assists with cross training within the bond department SAM and SAR roles when appropriate
Responsibility for overseeing the collection process of AR items in accordance with the IMA Surety Accounts Receivable process
Performs functions of the role within an IMA office approximately 50% of the time