Account Representative
4 days ago
We are seeking a highly skilled and detail-oriented Account Representative to join our team at IMA Financial Group. As an Account Representative, you will play a critical role in supporting the Surety Division, providing administrative support to the Division Manager and Producer's, and executing procedures involved in the daily operation of the Surety Division.
Key Responsibilities- Administrative Support: Provide administrative support to the Division Manager and Producer's, including typing legal forms, invoicing surety bond transactions, and reporting surety bond documents to surety companies.
- Client File Management: Work with Surety Account Managers to set up and maintain client files, bond files, and surety company files.
- Project Assistance: Assist the Surety Department Manager and Surety Account Executives with various projects and tasks.
- Communication: Develop strong written and communication skills to present and articulate complex issues in a clear and concise manner.
- Analytical Skills: Utilize strong reasoning skills and the ability to analyze and interpret data to make informed decisions.
- Time Management: Handle and prioritize multiple tasks while meeting deadlines and demonstrating a commitment to work through projects to completion.
- Experience: Six months of similar or related administrative experience is preferred.
- Skills: Excellent written and communication skills, strong reasoning skills, and the ability to analyze and interpret data.
- Computer Proficiency: Strong computer proficiency with Microsoft Office products and other programs.
As an Account Representative at IMA Financial Group, you will be eligible for a comprehensive benefits package, including an 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, and personal and professional development opportunities.
About IMA Financial GroupIMA Financial Group is a leading provider of financial services, recognized nationally as a leader in our industry. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
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