IMA Financial Group

IMA Financial Group

Surety Account Manager

Kansas City, KS

Sponsorship not specifiedDetected 167 days ago
ExcelEpicCommunicationProblem SolvingMentoringMicrosoft OfficeUnderwritingProperty & Casualty

About the role

  • 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.
  • It's this unique ownership business model that makes working at IMA so appealing.
  • Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.

Responsibilities

  • Supports and demonstrates IMA's core values
  • Back up SAR when additional support and document preparation is needed
  • Performs functions of the role within an IMA office 75% of the time
  • Attain and maintain professional designation - AFSB preferred

Requirements

  • Responsibility for setting up and maintaining financial underwriting, SuretyWave, ImageRight and EPIC files for new clients, and making appropriate file information changes when required
  • Actively supports the team by participating in the completion of all duties required to complete a project and service an account
  • 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
  • Limited travel required (less than 25%)

Nice to have

  • A two-year college or bachelor's degree preferred

Compensation

  • 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:
  • We've built a reputation for putting our associates first
  • It's this unique ownership business model that makes working at IMA so appealing.
  • We work in teams.
  • We sell in teams.

Benefits

  • Participation in surety-related association activities and education opportunities preferred
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This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.