IMA Financial Group

Financial Services

SuretyAssociateAccountManager

$60–65k Bellevue, Washington, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Surety Associate Account Manager at IMA Financial Group. Receive clients' requests for service daily. Submit clients' requests for service daily”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

WA Insurance License Required, ability to obtain WA Insurance License at hire

Nice to Have

Surety Experience a plus

What You'll Do.

Receive clients' requests for service daily

Submit clients' requests for service daily

Process clients' requests for service daily

Respond to client on all bonds

Review documents prepared prior to release

Keep Account Executive informed on account activity

Prepare indemnity agreements/applications

Execute indemnity agreements/applications

Adhere to company procedures

Adhere to insurance regulations

How You'll Work.

Communication Scope

Oral communication; Written communication

Full Job Description

ESSENTIAL JOB FUNCTIONS: Receive, submit, and process all clients' requests for service, i. e. bid/ contract/license/permit/court bonds daily. Respond to the client as requested on all bonds. Responsible for review of documents prepared prior to releasing to the client. Keep the Account Executive informed on account activity. Prepare and execute all bonds as well as indemnity agreements/applications accurately as needed. Adhere to all company procedures and insurance regulations. Invoice New Business and Renewals through Elron and EPIC Other functions as requested to support the department goals. REQUIRED KNOWLEDGE, SKILLS & ABILITIES: Excellent oral and written communication skills Computer literacy Ability to take initiative LICENSE & EXPERIENCE: Surety Experience a plus WA Insurance License Required – ability to obtain at hire #LI-JS1 Salary Range $60,000—$65,000 USD 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, ski

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