Surety Claims Trainee

About the role

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.

Responsibilities

• Aid in reviewing claim notices and supporting documentation.
• Identify key claim facts, issues, deadlines, and bond obligations.
• Review contracts, bond forms, indemnity agreements, invoices, correspondence, and project records.
• Prepare 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.
• Prepare claim status reports and management updates.
• Communicate professionally with claimants, principals, obligees, attorneys, consultants, underwriters, and internal business partners.
• Track 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.
• 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.

Pay

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.

Benefits

• Health and welfare benefits.
• Tuition and professional certification assistance.
• 401(k) savings.
• Elective participation in the Employee Stock Purchase Program.
• Paid time off.
• Paid holidays.
• Child bonding leave.
• Other employee assistance.