Surety Account Representative

IMA Financial Group
Wichita, KS, United States
Full-time
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We are seeking a Surety Account Representative to join our Wichita, KS team! This position is a great opportunity for anyone looking to begin their career in insurance brokerage by leading the preparation of surety bonds for IMA clients.

A successful applicant must be detail oriented with strong priority management skills, strong communication skills, and experience with problem solving and ability to perform intermediate level mathematics.

Responsibilities include, but are not limited to :

  • Prepare surety bonds, consents, riders, applications, indemnity agreements, and correspondence
  • Report bonds to surety companies
  • Prepare invoices on new bonds, premium adjustments, and renewals as instructed
  • Obtain bid results and reports to sureties
  • Set up and maintaincarrier files, bond and form files, including EPIC projects
  • Handlepaper filing, copying, delivery, and overnight packages
  • Under moderate guidance, assist with gathering and maintaining client underwriting files
  • Under moderate guidance, assistSurety Manager and Account Executiveswith various projects when needed
  • Interact professionally and timely with clients via email, phone, and in-person
  • Perform functions of the role within an IMA office 100% of the time
  • Support and demonstrate IMA's core values
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Required skills and experiences :

  • Minimum six months of professional work experience required
  • College degree required
  • Proficiency with MS Office products (Outlook, Word, and Excel) required
  • Experience with SuretyWave, ImageRight, EPIC, and FoxIt preferred
  • Attain Property and Casualty license within the first 30-90 days of employment, unless already licensed required
  • Possess and maintains a current, valid Driver's License required
  • Limited travel required (less than 25%)

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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, 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

  • 2020-2023Business 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 TopWork 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 TopWork 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-largecategory
  • 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.

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