Surety

Customer Support

• Process and manage clients' surety bond needs by reviewing bid specs/contracts, facilitating information exchange between clients and underwriters, securing approvals, and issuing bonds.
• Deliver top-tier customer service by communicating with clients, underwriters, and Producers.
• Handle all administrative aspects of bond issuance, modifications, renewals, cancellations, invoicing, and database management.
• Review incoming bond applications for completeness and accuracy and enter data into processing systems.
• Organize and maintain electronic bond documents.
• Serve as liaison for updates and inquiries; coordinate with underwriters to address any issues.
• Process endorsements and renewals; document changes accurately and inform relevant parties.
• Ensure compliance with company policies and industry regulations.
• Conduct quality checks to resolve discrepancies in documentation.
• Set and achieve work goals; ensure thorough and accurate task completion.
• Support accounting with billing issue resolution.
• Maintain expertise in surety terms and procedures; may train and mentor junior analysts.
• May independently manage select client programs.
• Other duties as assigned.

Bond Support Specialist

• Process and manage clients' surety bond needs
• Deliver top-tier customer service
• Handle all administrative aspects of bond issuance
• Ensure compliance with company policies and industry regulations

Operations

• 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.

Bond Support Specialist

Bond Support Specialist

Surety Operations Advisor