Surety Account Executive

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.
• 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

• 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

• Business Acumen
• Financial Acumen
• Professionalism
• Self-Direction
• Manage Client Relationships
• Interpersonal skills
• Problem Solving
• Communicating

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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
• Well-Being Stipend
• Personal and Professional Development

* These benefits do not apply to internship roles.

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