Surety Operations Advisor

Jobtailor; Wayne (PA); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor is seeking a Senior Surety Operations Lead to oversee QA across multiple accounts. You will manage bid and bond issuance reviews, while mentoring staff and collaborating with Account Managers on client programs, renewals, and transitions.

You will maintain up-to-date knowledge of underwriting requirements, surety regulations, and bond forms, and you will travel domestically and internationally as needed. The role emphasizes accuracy, efficiency, and clear communication.

Qualifications

• Bachelor’s degree required.
• 3+ years of experience in surety operations with exposure to broker-side servicing or underwriting assistant roles.
• 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.

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.

Skills

Quality assurance

Leadership

Communication

Attention to detail

Analytical skills

Problem solving

Prioritization

Travel readiness

Education

Bachelor’s degree

Tools

Microsoft Office

Surety systems

Job description

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.

Requirements

• 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.