Risk Advisor Surety & Bonds
Core
Identify new business opportunities in commercial and construction surety, manage client bonding needs, and collaborate with underwriters to secure bond approvals.
Role type
Surety Risk Advisor (Sales/Underwriting hybrid)
Builds
Surety bond capacity and approvals for contractors
Domain
Insurance / Construction / Financial Services
Deliverable
client delivery
Required skills
Financial analysis, negotiation, networking, MS Office proficiency, surety underwriting knowledge
Preferred skills
Property & Casualty insurance licensing, construction industry network
Technologies
MS Office, agency systems, AI tools
Responsibilities
Source and secure new surety accounts through networking with accounting firms and CPAs; Serve as primary point of contact for contractors to manage ongoing bonding needs; Review client financial statements, WIP reports, and credit histories to assess bonding capacity; Present account submissions to surety companies and negotiate favorable terms and bond capacity; Attend local construction market organizations and events; Use MS Office, agency systems, and AI tools effectively.
Seniority
Mid-level, hands-on IC