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
Required Experience and Skills include but are not limited to:
- 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
Competencies & Traits:
- Business Acumen
- Financial Acumen
- Professionalism
- Self-Direction
- Manage Client Relationships
- Interpersonal skills
- Problem Solving
- Communicating
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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, Well-Being Stipend, 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.
*These benefits do not apply to internship roles.
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
• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work
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.
Skills Required
- Five to ten years of similar or surety-related experience
- College degree or equivalent experience
- AFSB designation
- Property and Casualty insurance license for the state of domicile and other applicable client states
- Completion of appropriate continuing education requirements
- Ability to interpret and analyze surety, insurance, and financial documents
- Strong analytical and mathematical skills, including familiarity with surety underwriting and marketing
- Strong time-management and prioritization skills
- Ability to coordinate the workflow of others on special projects
- Experience with Microsoft Office, including PowerPoint, Outlook, Word, and Excel
- High degree of diplomacy and trust
What We Do
IMA Financial Group, Inc. (IMA) is an integrated financial services company dedicated to protecting assets and making a difference. It is comprised of: IMA, Inc. - a retail insurance broker ranked amongst the top 20 brokers in the United States. IMA offers a full range of risk management-related products with offices in California, Colorado, Hawaii, Kansas, Oregon, Pennsylvania. Texas, Utah and Washington. An Assurex Global and Worldwide Broker Network partner, IMA is part of a network of insurance professionals reaching over 80 countries. IMA Select – a brokerage providing personal insurance services and business insurance solutions for small- to mid-sized organizations. Towerstone, Inc. - a wholesale insurance broker and managing general agency with expertise in a broad spectrum of industries, specializing in energy and construction. IMA Wealth - a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”), Member FINRA, and an insurance agency. Eydent - a managing general agency & managing general underwriter providing commercial property and casualty alternative risk solutions for specialty niche programs. Cornerstone - consultative services firm that designs and manages specialty insurance programs for groups. Social Media Terms of Use: www.imacorp.com/social
