Surety Account Manager
Listed on 2026-03-05
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Insurance
Risk Manager/Analyst, Financial Analyst -
Finance & Banking
Risk Manager/Analyst, Financial Analyst
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, Surety Wave, Image Right 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.)
- 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 Surety Wave, Image Right, EPIC and Fox It
- Participation in surety‑related association activities and education opportunities preferred
- Attain and maintain professional designation – AFSB preferred
- Limited travel required (less than 10%)
- Driver’s license required
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
- Health Club Reimbursement
- Personal and Professional Development
* 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
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- Connecticut Top Work Places
- Inc. 5000’s List of Fastest Growing Companies
- Civic 50 Colorado Honoree Recognizing 50 Most Community‑Minded Companies
- Kansas City Business…
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