Surety Claims Trainee

The Surety Claims Trainee is an entry-level professional development role designed to prepare individuals for a career in surety claims handling. Under the guidance of experienced claims professionals, the trainee will learn the investigation, evaluation, and resolution of performance bond, payment bond, commercial bond, and related surety claims. The trainee will assist with claim intake, document review, claim file management, communication with claimants and other stakeholders, and the preparation of claim summaries and reports. Through structured training and mentorship, the trainee will develop the technical, analytical, and communication skills necessary to progress into a Surety Claims Adjuster role.

Essential Duties and Responsibilities

• Assist in reviewing claim notices and supporting documentation.
• Learn to identify key claim facts, issues, deadlines, and bond obligations.
• Review contracts, bond forms, indemnity agreements, invoices, correspondence, and project records.
• Assist with preparation of claim chronologies, issue summaries, and investigative reports.
• Support the identification of additional information needed to evaluate claims.
• Maintain organized and accurate electronic claim files.
• Document claim activity, communications, and investigative findings.
• Assist in preparing claim status reports and management updates.
• Communicate professionally with claimants, principals, obligees, attorneys, consultants, underwriters, and internal business partners.
• Assist with tracking claim payments, expenses, recoveries, and reserves.
• Complete structured onboarding and training programs.
• Obtain and maintain applicable adjuster licensing as required.

Qualifications

• Bachelor's degree preferred; concentrations in Construction, Law, Business, Finance, Accounting, Construction Management, Risk Management, Insurance, Engineering, or related fields are desirable.
• The successful candidate must obtain an adjuster's license promptly after the start of employment.

Knowledge, Skills, and Abilities

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Strong attention to detail and accuracy.
• Ability to prioritize and manage multiple assignments.
• Proficiency in Microsoft Office applications.
• Ability to work independently, exercise sound judgment, and manage assignments with appropriate supervision while meeting deadlines and maintaining attention to detail.

Preferred Characteristics

• Interest in surety, construction, contract law, insurance
• Ability to analyze complex documents and identify key issues.
• Strong organizational and time-management skills.
• Intellectual curiosity and sound business judgment.
• Ability to work effectively in a team-oriented environment.
• Self-motivated individual with the ability to work remotely, independently, take ownership of assigned responsibilities, prioritize competing demands, and exercise sound judgment while recognizing when to seek guidance or escalate issues.

Compensation & Benefits

The applicable base salary for this opportunity is $60,000.00 - $65,000.00. The base pay offered will be determined by factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this opportunity may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition and professional certification assistance, 401k savings, elective participation in the Employee Stock Purchase Program, paid time off, paid holidays, and child bonding leave, as well as other employee assistance.

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