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Surety Agent Jobs (NOW HIRING)

Optima Tax Relief

Tax Preparer 3

Santa Ana, CA · On-site

$23 - $25/mo

Active Tax Preparer bond from an insurance/surety agent during duration in role. KNOWLEDGE, SKILLS,& ABILITIES * Thorough knowledge of how to prepare 1040 individual tax returns, Schedule C Forms ...

Swiss Re

Contract Surety Bond Underwriter

Plano, TX · On-site

$156K - $234K/yr

Responsible for increased premium production achieved by enhancing agent relationships. Authority to approve surety bonds up to an assigned authority level granted by Branch Manager. * Responsible ...

Swiss Re

Contract Surety Bond Underwriter

Plano, TX · On-site

$156K - $234K/yr

Responsible for increased premium production achieved by enhancing agent relationships. Authority to approve surety bonds up to an assigned authority level granted by Branch Manager. * Responsible ...

Holmes Murphy

Surety Service Associate

Minneapolis, MN · On-site

$58.40K - $78.80K/yr

Active Property and Casualty Insurance agent license required, or the ability to acquire license within 3 months of hire. * Technical Competencies: Understands and applies surety principles to ...

New

Holmes Murphy

Surety Service Representative

Waukee, IA · On-site

$15.25 - $20.75/hr

Active Property and Casualty Insurance agent license required, or the ability to acquire license within 3 months of hire. * Technical Competencies: Understands and applies surety principles to ...

Iatinsurancegroup

Surety Account Manager

Scottsdale, AZ · Hybrid

$17.80 - $37.35/hr

Audit Agent bond logs and follow up with agents resolving any gaps or problems. * Set up Status ... Surety Bond Underwriting support experience All qualified applicants will receive consideration for ...

IAT Insurance Group

Surety Account Manager

Naperville, IL · On-site

$17.80 - $37.35/hr

Audit Agent bond logs and follow up with agents resolving any gaps or problems. * Set up Status ... Surety Bond Underwriting support experience All qualified applicants will receive consideration for ...

Iatinsurancegroup

Surety Account Manager

Naperville, IL · Hybrid

$17.80 - $37.35/hr

Audit Agent bond logs and follow up with agents resolving any gaps or problems. * Set up Status ... Surety Bond Underwriting support experience All qualified applicants will receive consideration for ...

Iatinsurancegroup

Surety Account Manager

Norristown, PA · Hybrid

$17.80 - $37.35/hr

Audit Agent bond logs and follow up with agents resolving any gaps or problems. * Set up Status ... Surety Bond Underwriting support experience All qualified applicants will receive consideration for ...

Iatinsurancegroup

Senior Contract Surety Underwriter

Plano, TX · Hybrid

$94.30K - $111.50K/yr

Periodically check agent's bond number logs to make sure that bonds are being reported and/or that ... Evaluate need for additional measures to protect surety. This means perfecting indemnity agreements ...

IAT Insurance Group

Senior Contract Surety Underwriter

Plano, TX · On-site

$94.30K - $111.50K/yr

Periodically check agent's bond number logs to make sure that bonds are being reported and/or that ... Evaluate need for additional measures to protect surety. This means perfecting indemnity agreements ...

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Surety Agent information

What are the key skills and qualifications needed to thrive as a Surety Agent, and why are they important?

To thrive as a Surety Agent, you need strong knowledge of insurance principles, risk assessment, and underwriting, often supported by a relevant bachelor's degree or insurance certifications. Familiarity with surety bond management systems, industry software, and regulatory compliance tools is typically required. Excellent negotiation, communication, and customer service skills help build client trust and effectively manage complex cases. These skills are crucial for accurately assessing risk, maintaining compliance, and fostering successful client relationships in the surety industry.

What are some common challenges a Surety Agent faces when managing client relationships?

Surety Agents often navigate complex relationships between clients, underwriters, and contractors, which can present challenges such as balancing client expectations with underwriting requirements and managing communication between all parties involved. They may also face tight deadlines for bond approvals and must ensure all documentation is accurate and complete to avoid delays. Building trust and credibility with clients is essential, as they rely on the agent’s expertise to secure the right bonds for their projects. These challenges require strong organizational skills, attention to detail, and effective communication.

What is a Surety Agent?

A Surety Agent is a licensed professional who acts as an intermediary between clients and surety companies to secure surety bonds. These bonds are often required by government agencies or private entities to guarantee the fulfillment of contractual obligations, such as construction projects or licensing requirements. Surety Agents assess their clients' needs, help them find appropriate bond solutions, assist with the application process, and ensure compliance with regulations. They play a critical role in risk management for both individuals and businesses.

What is the difference between Surety Agent vs Insurance Underwriter?

AspectSurety AgentInsurance Underwriter
CredentialsLicensing, insurance knowledgeLicensing, risk assessment skills
Work EnvironmentInsurance agencies, bonding companiesInsurance companies, underwriting departments
Industry UsageBonding, suretyshipProperty & casualty, life insurance
Common Search/ComparisonYesNo

While both Surety Agents and Insurance Underwriters work within the insurance industry, Surety Agents primarily focus on bonding and suretyship, helping clients secure bonds for projects. Insurance Underwriters evaluate risks for various insurance policies. The main difference lies in their roles: Surety Agents facilitate bonds, whereas Underwriters assess risk for insurance coverage.

More about Surety Agent jobs
What states have the most Surety Agent jobs? States with the most job openings for Surety Agent jobs include:
What job categories do people searching Surety Agent jobs look for? The top searched job categories for Surety Agent jobs are:
Surety Agent jobs near you
Infographic showing various Surety Agent job openings in the United States as of May 2026, with employment types broken down into 20% Full Time, and 80% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution.
Tax Preparer 3

Tax Preparer 3

Optima Tax Relief

Santa Ana, CA • On-site

$23 - $25/mo

Full-time

Posted 10 days ago

Job description

POSITION SUMMARY

The Tax Preparer 3 position for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers work hard to achieve top-quality tax resolution by getting members into filing compliance with the IRS through quality tax preparation services. They play a vital role in providing tax compliance and reporting and are primarily responsible for preparing all tax returns for individuals, corporations, and payroll, putting the member in compliance with the IRS and/or Franchise Tax Boards. This role will contact members to verify information, will review transcripts, and member tax documents. They are relied upon to provide reports in a timely and accurate fashion to sustain the needs of Optima members. They also work with various teams to deliver key components of Optima’s various services to provide resolution to our members. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential functions include, but are not limited to the following:

  • Prepare Taxes in high quantity including, but not limited to, 1040 individual returns, Schedule C forms, amended returns, Corporate returns, Partnership returns.
  • Communicate with members regularly telephonically or via email to respond to member inquiries from existing and provide case status updates.
  • Collect and review member documents and ensure they are properly filed in the member’s case file.
  • Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing members to compliance with past due returns.
  • Follow company protocols to ensure the highest level of security to protect the member Personal Identifiable Information (PII).
  • Other duties as assigned.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

EDUCATION AND EXPERIENCE REQUIREMENTS

  • 3 years relevant experience with 1040 individual tax returns, Schedule C Forms, amended returns, Corporate returns, and Partnership returns.
  • Experience with Lacerte Tax Preparation Software, a plus.
  • Active California Tax Education Council (“CTEC”) registration or Active IRS Enrolled Agent.
  • Active Preparer Tax Identification Number (PTIN) from the IRS during duration in role.
  • Active Tax Preparer bond from an insurance/surety agent during duration in role.

KNOWLEDGE, SKILLS,& ABILITIES

  • Thorough knowledge of how to prepare 1040 individual tax returns, Schedule C Forms, Amended returns, Corporate returns, and Partnership returns.
  • Strong ability to multi-task.
  • Excellent organizational, time-management, written, and communication skills.
  • Meticulous attention to detail and high sense of accountability.
  • Self-starter, industrious, and motivated.
  • Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook).
  • A positive mindset and "get-it-done" attitude.
  • Able to work in a fast-paced, high-energy environment.

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