Customer Service Representative, Contract Surety Department
Posted: 09/18/2026
Employment Type:
Direct Hire
Job Number: 684
Job Description
Customer Service Representative, Contract Surety Department
The Customer Service Representative provides administrative and operational support to the Contract Surety Department, specifically the Underwriter in execution of client requests and administrative support to the Underwriter. This role is responsible for processing bond requests, coordinating documentation between contractors and underwriters, maintaining accurate records, and ensuring bonds are issued accurately and on time. The position requires excellent customer service, strong attention to detail, and the ability to manage multiple priorities while supporting the underwriting team and delivering an exceptional customer experience.
Essential Duties and Responsibilities
Qualifications
Education
Experience
Knowledge, Skills, and Abilities
Work Environment
Success Metrics
Success in this position will be measured by:
The Customer Service Representative provides administrative and operational support to the Contract Surety Department, specifically the Underwriter in execution of client requests and administrative support to the Underwriter. This role is responsible for processing bond requests, coordinating documentation between contractors and underwriters, maintaining accurate records, and ensuring bonds are issued accurately and on time. The position requires excellent customer service, strong attention to detail, and the ability to manage multiple priorities while supporting the underwriting team and delivering an exceptional customer experience.
Essential Duties and Responsibilities
- Process contract surety bond requests, including Bid, Performance, Payment, and Maintenance Bonds.
- Review bond submissions for completeness and accuracy.
- Coordinate the collection of financial statements, work in progress schedules, indemnity agreements, and supporting underwriting documentation.
- Prepare bond forms, riders, powers of attorney, and related documents for issuance.
- Maintain contractor, agent, and bond records within company systems.
- Track bond requests and follow up on outstanding requirements to ensure timely processing.
- Communicate with contractors, agents, producers, and internal underwriting staff regarding bond status and outstanding requirements.
- Assist underwriters with account management, renewals, and contractor servicing.
- Monitor bond execution and delivery requirements to ensure compliance with contract specifications.
- Process bond cancellations, amendments, and related policy changes as needed.
- Perform contractor credit checks and maintain organized electronic files to support efficient account servicing.
- Support new business development efforts by responding promptly to contractor and agent inquiries.
- Generate departmental reports and maintain accurate production and pipeline records.
- Ensure compliance with company underwriting guidelines, regulatory requirements, and internal procedures.
- Participate in departmental meetings, product training, and ongoing professional development.
- Perform other duties as assigned.
Qualifications
Education
- Bachelor's degree in Business, Finance, Insurance, or a related field preferred.
Experience
- Previous administrative, customer service, banking, insurance, finance, or related business experience is preferred.
- Experience with financial statements and knowledge of financial review is a plus.
Knowledge, Skills, and Abilities
- Strong organizational skills and exceptional attention to detail.
- Excellent verbal and written communication skills.
- Outstanding customer service and relationship building abilities.
- Energetic, positive, and professional attitude.
- Strong work ethic with the ability to take initiative and work independently.
- Excellent time management skills with the ability to prioritize multiple responsibilities.
- Ability to learn quickly and adapt to new systems, products, and procedures.
- Strong analytical and problem solving skills.
- Proficiency with Microsoft Office Suite, including proven knowledge of Excel basic formulas and overall proficiency as well as and Word and Google Workspace.
- Ability to learn agency management systems and contract surety processing platforms.
- Ability to work collaboratively within a team oriented environment while also managing individual responsibilities.
Work Environment
- Full time position.
- Monday through Friday, 8:30 a.m. to 5:30 p.m.
- Business professional attire required.
Success Metrics
Success in this position will be measured by:
- Timely processing and issuance of contract surety bond requests.
- Accuracy and completeness of bond documentation and contractor records.
- Responsiveness to contractors, agents, and internal stakeholders.
- Consistent adherence to underwriting service standards and turnaround times.
- Strong organizational performance and effective management of daily workflow.
- Contributions to underwriting support, operational efficiency, customer retention, and overall customer satisfaction.
Meet Your Recruiter
Jason Destro
Over 20 years’ of recruiting experience with hands-on recruiting and placement of I.T. professionals (Full Time, Temp 2 Perm, & Contingent) in the NJ/NY/CT/PA marketplace for a wide variety of today's demanding IT skill sets. Focused on delivering exceptional service by understanding client’s objectives and goals.
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Park Ridge, NJ
Ready to take the next step in your career? Explore job opportunities in the vibrant area surrounding Park Ridge, New Jersey! Nestled in the breathtaking beauty of Bergen County, this region offers a perfect blend of small-town charm and big-city amenities. With easy access to New York City, a thriving arts scene including the Montclair Art Museum, and delicious cuisine ranging from classic diners to trendy eateries, Park Ridge and its surroundings provide a picturesque backdrop for professional growth and personal fulfillment. Consider a career in this dynamic area filled with opportunities for both work and play. Start your job search now and discover why Park Ridge, NJ is the ideal place to advance your career!