Hybrid Surety Operations Advisor

Posted 2 weeks ago

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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

Job title

Surety Operations Advisor

Job type

Experience level

Mid levelSenior

Salary

$90,000 - $125,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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