Surety Representative

Surety Representative – Property & Casualty

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Surety Representative who will support risk strategy, client service excellence, and operational accuracy.

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Meaningful Impact
  - Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning
  - Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture
  - Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

• Support surety clients by assisting with bond requests, documentation, and customer service needs
• Collaborate with internal colleagues across the Surety Department to ensure seamless execution of client deliverables
• Interface with external partners including surety carriers and clients to support bond placement and service requests
• Contribute to client satisfaction through timely, professional communication and follow‑through

• Manage key surety processes including preparation of bonds and related documentation required by client contracts
• Provide administrative support to Surety Department leadership and team members
• Ensure accuracy, organization, and alignment with internal procedures and best practices
• Maintain client and bond records using Microsoft Word, Excel, and database tools
• Prioritize tasks efficiently to meet deadlines in a fast‑paced environment

• Support ongoing learning and development to build knowledge of contract and commercial surety
• Identify opportunities to improve workflows and administrative processes within the Surety Department
• Support team initiatives that enhance service delivery and client experience

• 2+ years of experience working in an insurance brokerage or company with exposure to surety
• Understanding of the surety bond industry and basic concepts of contract and commercial surety
• Strong verbal and written communication skills
• Strong customer service skills, including phone and active listening abilities
• Ability to manage multiple priorities and work collaboratively within a team

• College degree or equivalent professional experience
• Customer service or administrative experience in insurance or financial services
• Proficiency in Microsoft Word, Excel, and basic database management
• Strong analytical and problem‑solving capability

• Detail orientation
• Accountability and follow‑through
• Collaborative mindset
• Client‑first thinking

Salary range - $90,000 – $100,000 per year

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Hybrid

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

• Role‑specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge‑sharing communities

• Active Property and Casualty license
• Ability to obtain required licensure within agreed upon timeline after hire.
• Ongoing continuing education to maintain active status

Hybrid - 3 or more days in office
- Office UKG Work location

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.