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Surety

Settlement Officer

Marlton, NJ · On-site

... signing agent), audit the closed package and deliver to parties, confirm all payments are made ... Maintains compliance with Surety Title Company, LLC policies and procedures in accordance with ...

Markel Corporation

Underwriter, Surety

Alpharetta, GA · On-site

Gather, analyze and underwrite commercial surety bonds * Evaluate and manage risk associated with ... Available for overnight travel and the ability to attend occasional agent meetings or industry ...

KBE Building

Paralegal

Farmington, CT

Encourage and coordinate related bidding procedures and negotiations with estimating and operations staff Bonds and Insurance: * Back up to procure bonds through surety agent; * Back up to procure ...

KBE Building Corporation

Paralegal

Farmington, CT · On-site

$73K - $100K/yr

Encourage and coordinate related bidding procedures and negotiations with estimating and operations staff Bonds and Insurance: * Back up to procure bonds through surety agent; * Back up to procure ...

Markel Corporation

Underwriter, Commercial Surety

Gather, analyze and underwrite commercial surety bonds * Evaluate and manage risk associated with ... Available for overnight travel and the ability to attend occasional agent meetings or industry ...

KBE Building Corp

Paralegal

Farmington, CT · On-site

Encourage and coordinate related bidding procedures and negotiations with estimating and operations staff Bonds and Insurance: * Back up to procure bonds through surety agent; * Back up to procure ...

Tokio Marine HCC

Client Relations Agent

Columbia, MO · On-site

Explain and promote various surety bond products to clients, ensuring they understand the benefits and requirements. * Facilitate bond applications with Clients and answer questions as needed.

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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.
Settlement Officer

Settlement Officer

Surety

Marlton, NJ • On-site

Other

Posted 5 days ago

Job description

Job Title: Settlement Officer
Alternate Job Titles: Closer, Settlement Clerk, Escrow officer
FLSA Status: Non-Exempt
Workweek: 35 Hours
Salary Range: $60,000-70,000 - Salary is commensurate with experience
Summary of Functions:
The role of the Settlement Officer is to assist the Branch Manager with settlements. Specific duties may include: assist in the development of staff, audit files for compliance, prepare files for closing, ensure all items necessary to satisfy requirements are received, prepare the Closing Disclosure Form (CDF) according to lender and/or buyer/seller instructions, prepare affidavits, prepare necessary title company disclosures, balance and disburse the file, conduct closings (or coordinate with signing agent), audit the closed package and deliver to parties, confirm all payments are made, satisfy any post-closing issues, and any other duties assigned to him or her by the Branch Manager.
Essential Duties and Responsibilities:
Maintains compliance with Surety Title Company, LLC policies and procedures in accordance with governing laws, regulations, regulatory agencies and company standards. Demonstrates on a consistent basis individual and team behavior that supports the culture of Surety Title Company, LLC. The essential duties and responsibilities of the Senior Settlement Officer may include but are not limited to the following:
  • Establish and maintain positive internal and external customer relationships by providing exceptional customer service and professional communication.
  • Process residential settlements, generally involving purchase, cash, refinance, Equity Loans, Lot Closing, or new loan transactions.
  • Ensure that each settlement is properly completed and its contents filed in accordance with standardized procedures. Duties include but are not limited to:
    • Prepare Closing Disclosure Form, ALTA Settlement Statement or HUD-1 Settlement Statement for closing.
    • Obtain approval for Closing Disclosure Form, ALTA Settlement Statement or HUD-1 Settlement Statement from all parties.
    • Review and Prepare File for Closing, confirming all closing conditions are met. Including ensuring that all terms and conditions of the purchase and sale agreement are in compliance
    • Perform the closing with all parties present, to include document notarization
    • Process the accurate and timely disbursement of funds
    • Prepare the documents for recording
    • Ensure the timely deposit of funds collected
    • Organize paperwork for delivery to lender and archiving
  • Travel to requested settlement locations for closing
  • Properly document notes in every file
  • Properly scan all documents to file
  • Ensure all outstanding checks are timely followed up and managed
  • Ensure all escrowed funds are timely followed up and managed
  • Assist with any department post-closing activities that may be required
  • Provide training to new hires
  • Performs any other duties as requested
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
  • High School Diploma/GED required
  • Pennsylvania and New Jersey closing experience preferred.
  • At least four years of HUD-1 and CDF Settlement Statement Preparation experience while working at a title company.
  • At least 1-2 years' previous supervisory experience
  • Experience Purchase, Reverse Mortgage, REO Closings (Deed in Lieu, Short Sales) preferred
  • NJ Title License required
  • Notary Public is required
Language Skills
Ability to read, analyze, and interpret general business documents. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Computer Skills
To perform this job successfully, an individual should have knowledge of Microsoft Office; a fax machine; a copier/scanning machine; and a multi-line telephone.
Other Skills and Abilities
  • Ability to multi-
  • Ability to calculate payoffs, transfer taxes, mortgage taxes,
  • High Standard of organization and attention to
  • Ability to work under stress with time

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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