Senior Leader overseeing Platform Operations at Wells Fargo, managing critical operational services and driving transformation. Responsible for enhancing service quality and efficiency across multiple functions.
About the role
- Surety Operations Advisor providing operational leadership and quality oversight for surety programs at large broker. Collaborating with account management and clients for 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
- 401(k) plan
- Generous paid time off
- Paid holidays
- Paid Parental Leave
- Hybrid work from home schedule
- Flex Time
- EAP
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