Surety

Analyst

• Work as part of a team to support the daily processing and management of clients’ surety bond needs
• Maintain clear communication with clients, underwriters, and team members to ensure high-quality service
• Manage bond issuance, renewals, modifications, invoicing, and database upkeep
• Review and verify incoming bond applications and related documents
• Update clients and stakeholders on bond status and respond to inquiries
• Coordinate with underwriters to address any missing information or concerns
• Maintain accurate records and generate reports as needed
• Ensure compliance with company policies and industry regulations
• Perform quality checks and resolve documentation discrepancies
• Effectively prioritize tasks and manage time in a fast-paced environment
• Other duties as assigned.

Surety Analyst

Operations

• Supervise, mentor, educate and lead members of the bond operations team to ensure high quality and levels of service for surety programs.
• Role to begin with one direct report but expectation is to grow the managerial duties in time.
• Review bonds for quality control measurements.
• Represent the company at various surety related functions.
• Work as part of a team to manage the clients’ daily bond needs, including new and renewal requests.
• Facilitate required information exchange between clients and underwriters to secure timely approvals, issuance and delivery of requested bonds.
• Maintain and negotiate ongoing communications with clients, underwriters, agents and/or producers to ensure exceptional customer service.
• Manage all administrative service delivery functions, including bond issuance, modifications, renewals, cancellations, invoicing and file and database management.
• Assist in underwriting data collection and review for determining surety placement of new or transitioning business.
• Work as part of a team to ensure high levels of customer service and quality of bond issuance.
• Crosstrain and work closely with bond team, with emphasis on new business program placement or transitions, overseeing bond issuance and service.

Senior Operations Advisor

Account Executive

• Serve as primary point of contact for accounts to coordinate day-to-day operations
• Build and maintain long-lasting relationships with accounts managed
• Ensure timely and efficient delivery of surety bonds or any other account request
• Coordinate and deliver advisory feedback between sureties and clients
• Collaborate with the Advisory & Production department
• Work closely with the Director of Operations and the R&P CSR team
• Proactively explore potential opportunities for additional surety credit within existing client book
• Optimize existing client relationships and expand surety involvement
• Actively maintain understanding of current events for all clients and ensure VPs are current on client activities
• Maintain existing prospective client network and produce new surety clients as appropriate
• Advocate and educate internal and external stakeholders on project finance structures to help develop surety appetite and innovative surety products
• Participate in and facilitate prospect, client, and surety meetings as necessary

Assistant Vice President, Account Executive

• Work as a senior part of a team to efficiently process and manage clients’ surety bond needs: review bid specs/contracts, facilitate information exchange between clients and underwriters, secure approvals, and issue bonds.
• Maintain communication with clients, underwriters, and producers to provide top-tier customer service.
• Handle all administrative aspects of bond issuance, modifications, renewals, cancellations, invoicing, and database management.
• Review incoming bond applications for completeness and accuracy; 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.
• Provide high-level customer service; handle phone and inbox requests.
• Support accounting with billing issue resolution.
• Maintain expertise in surety terms and procedures; train and mentor junior analysts.
• Independently manage select client programs.
• Other duties as assigned.

Surety Analyst

Senior Operations Advisor

Assistant Vice President, Account Executive

Senior Surety Analyst