Surety Representative

Alera Group•Berwyn, PA

4d•Hybrid

About The Position

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. 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.

Requirements

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
Active Property and Casualty license
Ability to obtain required licensure within agreed upon timeline after hire.
Ongoing continuing education to maintain active status

Nice To Haves

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

Responsibilities

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
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
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