Surety Account Manager

What You'll Do

• Supports and demonstrates IMA’s core values


• Values and understands the importance of diversity, equity, and inclusion among all IMA associates


• Reviewing and approving all new and renewal bond requests, consents, riders, etc.


• Accurate and consistent contract and job specification review


• Reviewing and execution of bonds subsequent to bonds being prepared by SAR


• Back up SAR when additional support and document preparation is needed


• Preparing surety indemnity agreements and applications


• Preparing surety reference letters for clients and report to A/E and surety, with guidance and approval obtained for all larger and complicated project letters by A/E and Surety


• 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 AE with moderate guidance in analyzing underwriting details, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies)


• Responsibility for A/R payment follow up with minimal guidance from A/E or manager on a monthly basis


• Assists in the training and mentoring of new SAR and SAM positions as regards to IMA standards and procedures


• Actively supports the team by participating in the completion of all duties required to complete a project and service an account


• Performs functions of the role within an IMA office 75% of the time

You Should Have

• 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


• Participation in surety-related association activities and education opportunities preferred


• Attain and maintain professional designation – AFSB preferred


• Limited travel required (less than 25%)

Compensation & Benefits

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.  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. 

Why Join IMA?

We’ve built a reputation for putting our associates first

What 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 team

We 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

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 


• 2023 Inc. Magazine’s Best Workplaces 


• 2023 Denver Business Journal’s Best Places to Work 


• 2022-2023 Connecticut Top Work Places  


• 2021-2023 Inc. 5000’s List of Fastest Growing Companies  


• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 


• 2022-2023 Kansas City Business Journal’s Best Places to Work 


• 2021-2023 Charlotte Business Journal’s Best Places to Work  


• 2021-2023 Los Angeles Business Journal’s Best Places to Work 


• 2021-2023 The Salt Lake City Tribune Top Work Places 


• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 


• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 


• 2021 Dallas Business Journal’s Best Places to Work 


• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 

This 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.