Surety Operations Advisor providing operational leadership and quality oversight at leading boutique surety broker. Collaborating with teams to ensure accurate bond execution and strong service delivery.
Responsibilities
Serve as primary quality assurance lead across multiple surety accounts, ensuring accuracy, compliance, and efficiency.
Perform quality control review of bids, finals, and bond issuance for underwriting requirements, bond form accuracy, and client expectations.
Supervise, mentor, and develop bond operations staff; will establish role prior to direct supervisory duties of team members.
Collaborate with Account Managers on client programs, placements, renewals, and new business transitions.
Maintain strong knowledge of client and surety contacts, bond forms, and contract obligations.
Facilitate bond-specific information exchange between clients and underwriters to secure timely approvals and issuance.
Manage operational service delivery, including bond issuance, endorsements, renewals, cancellations, invoicing, and record maintenance.
Communicate client updates and market developments to internal teams verbally and in writing.
Attend client meetings (virtual and as needed) and represent the firm at select surety-related industry events.
Cross-train with operations team members, with focus on new programs and business transitions.
Demonstrate high productivity, attention to detail, and strong prioritization skills.
Requirements
Bachelor’s degree required.
Minimum 5+ years of experience in surety, operations, or risk management.
Proven leadership, coaching, and training capability.
Strong analytical, problem-solving, and decision-making skills.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office and relevant surety systems.
Knowledge of surety regulations, industry standards, and contract review.
Flexible and adaptable to evolving responsibilities.
Benefits
Health, vision, and dental insurance
Life and AD&D insurance
Short-term and long-term disability insurance
Flexible Spending Account and Dependent Care Flexible Spending Account
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