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, reporting bonds to surety companies, and assisting with various projects.

• Prepare and process surety bonds, including bonds, consents, riders, applications, and indemnity agreements
• Report bonds to surety companies and prepare invoices for new bonds, premium adjustments, and renewals
• Obtain bid results and reports to sureties and 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 and support and demonstrate IMA's core values

• 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 and 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

As a Surety Associate at IMA Financial Group, you will be part of a dynamic team that values its associates and offers a comprehensive benefits package, including annual performance bonuses, 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.

We are an equal employment opportunity employer and comply with all applicable state and local laws governing nondiscrimination in employment in every location in which we have facilities. We welcome applications from diverse candidates and are committed to creating an inclusive work environment.