Surety Account Manager

IMA Financial Group•Wichita, KS

About The Position

Essential job responsibilities include but are not limited to: 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 and/or commercial surety accounts, including but not limited to: Reviews and approves all new and renewal bond requests, consents, riders, etc. Reviews and execution of bonds subsequent to bonds being prepared by SAR Back up SAR when additional support and document preparation is needed Responsibility for setting up and maintaining financial underwriting, SuretyWave, ImageRight and EPIC files for new clients, and making appropriate file information changes when required Responsibility for following up on contracts, financial statements, bank information, work in progress schedules, and other pertinent underwriting information, with moderate guidance Works with SAM and/or AE with direct guidance in analyzing underwriting detail, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies) Actively supports the team by participating in the completion of all duties required to complete a project and service an account Assist with department administrative tasks (copying, filing, delivery of documents, etc,)

Requirements

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, as well as completion of all mandatory CE requirements
Required: detail oriented with strong priority management skills
Required: strong communication skills (including courtesy, tact, and diplomacy) with external and internal clients, surety companies, and the team
Required: 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
Limited travel required (less than 10%)
Driver’s license required

Nice To Haves

Participation in surety-related association activities and education opportunities preferred
Attain and maintain professional designation – AFSB preferred

Responsibilities

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 and/or commercial surety accounts
Reviews and approves all new and renewal bond requests, consents, riders, etc.
Reviews and execution of bonds subsequent to bonds being prepared by SAR
Back up SAR when additional support and document preparation is needed
Responsibility for setting up and maintaining financial underwriting, SuretyWave, ImageRight and EPIC files for new clients, and making appropriate file information changes when required
Responsibility for following up on contracts, financial statements, bank information, work in progress schedules, and other pertinent underwriting information, with moderate guidance
Works with SAM and/or AE with direct guidance in analyzing underwriting detail, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies)
Actively supports the team by participating in the completion of all duties required to complete a project and service an account
Assist with department administrative tasks (copying, filing, delivery of documents, etc,)