Surety Bond Specialist

We are seeking a highly skilled and detail-oriented Surety Associate to join our team at IMA Financial Group. As a Surety Associate, you will play a critical role in preparing and processing surety bonds, interacting with clients and underwriters, and supporting the Surety Manager with various projects.

• Prepare and process surety bonds, including bonds, consents, riders, applications, and correspondence
• Report bonds to surety companies and prepare invoices for new bonds, premium adjustments, and renewals
• Obtain bid results and reports to surety companies
• Handle electronic filing, copying, delivery, and overnight packages
• Assist with gathering and maintaining client underwriting files and support the Surety Manager with various projects
• Interact professionally and timely with clients and underwriters 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 and understand the importance of diversity, equity, and inclusion among all IMA associates

• Minimum 2 years of experience preparing and processing surety bonds
• Attain and maintain California Property and Casualty Insurance license, including all mandatory CE requirements
• Attain and maintain California Notary Commission
• Possess and maintain a current valid driver's license
• Detail oriented with strong priority management skills
• Strong communications skills for contact with clients and surety companies
• Experience with problem solving and ability to perform intermediate level mathematics
• Proficiency with MS Office products (Outlook, Word, and Excel), EPIC, and FoxIt preferred
• Limited local travel required

As a valued member of our team, 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.

IMA Financial Group is a leading provider of insurance and financial services. We are committed to putting our associates first and providing a supportive and inclusive work environment. Our team is dedicated to delivering exceptional service to our clients and partners, and we are seeking like-minded individuals to join our team.