Surety Representative

What You'll Do / Your ImpactClient & Relationship PartnershipSupport surety clients by assisting with bond requests, documentation, and customer service needs. Operational & Strategic ExecutionManage key surety processes including preparation of bonds and related documentation required by client contracts.

OVERVIEW

Surety Representative - Property & Casualty
Location: Hybrid

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.

About Alera Group
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.

Why Alera Group

• 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
  

RESPONSIBILITIES

What You'll Do / Your ImpactClient & Relationship Partnership

• 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

Operational & Strategic Execution

• 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

Growth & Innovation

• 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

QUALIFICATIONS

What You BringRequired

• 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

Preferred

• 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

Core Competencies

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

ADDITIONAL INFORMATION

Compensation:
Salary range: $90,000 - $100,000 per year

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

Work Model:
This role is Hybrid

Professional Development - Alera Group Academy
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.

You'll have access to:

• Role-specific learning paths
  
• Leadership development programs
  
• Technical and compliance training
  
• Industry certifications and continuing education suppo