What Youll Do
Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Reviewing and approving all new and renewal bond requests, consents, riders, etc. Accurate and consistent contract and job specification review Reviewing and execution of bonds subsequent to bonds being prepared by SAR Back up SAR when additional support and document preparation is needed Preparing surety indemnity agreements and applications Preparing surety reference letters for clients and report to A/E and surety, with guidance and approval obtained for all larger and complicated project letters by A/E and Surety
Responsibility for setting up and maintaining financial underwriting, SuretyWave, ImageRight and EPIC files for new clients, and making appropriate file information changes when required Responsibility for following up on contracts, financial statements, bank information, work in progress schedules and other pertinent underwriting information, with moderate guidance Works with AE with moderate guidance in analyzing underwriting details, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies)
Responsibility for A/R payment follow up with minimal guidance from A/E or manager on a monthly basis Assists in the training and mentoring of new SAR and SAM positions as regards to IMA standards and procedures Actively supports the team by participating in the completion of all duties required to complete a project and service an account Performs functions of the role within an IMA office 75% of the time
You Should Have
2-3 years of similar or related surety experience A two-year college or bachelor's degree preferred Current Resident State (and possibly non-resident) Property and Casualty Insurance license required, as well as completion of all mandatory CE requirements
Required Skills and Qualifications
Limited travel required (less than 25%)