IMA Financial Group
Financial Services
SuretyAssociateAccountManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Surety Associate Account Manager at IMA Financial Group. Receive clients' requests for service daily. Submit clients' requests for service daily”
Industry & Context.
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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