Surety Operations Advisor

Responsibilities

• Serve as primary quality assurance lead across multiple surety accounts, ensuring accuracy, compliance, and efficiency.
• Perform QC review of bids, finals, and bond issuance for underwriting requirements, bond form accuracy, and client expectations.
• Supervise, mentor, and develop bond operations staff; role begins with one direct report and expands over time.
• Collaborate with Account Managers on client programs, placements, renewals, and new business transitions.
• Maintain strong knowledge of underwriting requirements, surety appetites, bond forms, and contract obligations.
• Facilitate information exchange between clients and underwriters to secure timely approvals and issuance.
• Support and participate in surety rate negotiations as appropriate.
• 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 in-person as needed) and represent the firm at surety-related industry events.
• Cross-train with operations team members, with focus on new programs and business transitions.

• Bachelor’s degree required.
• Minimum 3+ years of experience in surety operations with direct exposure to broker-side servicing and/or underwriting assistant responsibilities.
• Demonstrate high productivity, attention to detail, and strong prioritization skills.
• 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.
• Willingness to travel domestically and internationally on an intermittent basis.
• Flexible and adaptable to evolving responsibilities.