Role & responsibilities

Role Surety Service Administrator/ Surety Portal Administrator

Designation Advisor / Senior Advisor

Business Unit Bill to Cash North America (B2C)

Shift Timings Evening (6:30 PM to 3.30 AM)

Location Vikhroli

Reporting to Associate Manager

Job Summary

This role involves issuing surety bonds and performing related administrative activities based on carrier/broker documentation and retail office instructions. The role requires the ability to understand and interpret bond requests, accurately enter data into bond issuance systems, and efficiently process renewals, cancellations, closures, and riders. The role also includes assisting with the resolution of client and carrier accounting issues, preparing and submitting billing, and reporting bonds to carriers while ensuring all associated filing requirements are completed accurately and in a timely manner.

The position plays a key role in maintaining data quality and meeting operational KPIs.

Principal Duties/Responsibilities

Issue surety bonds and carry out renewals, cancellations, closures, and riders in accordance with instructions provided by clients, carrier documentation and client managers.

Analyze and interpret information received in bond requests to ensure accuracy and compliance with business requirements.

Accurately and efficiently enter bond-related data into the bond issuance system.

Prepare, review, and submit billing requests in line with approved documentation and established procedures.

Liaise with Client Managers, Retail Offices, and other stakeholders to resolve bond-related and billing-related discrepancies in a timely manner.

Ensure bond and billing transactions are accurately recorded and maintained within designated systems.

Adhere to standard operating procedures (SOPs), client-specific requirements,



carrier guidelines, and statutory regulations in all activities.

Respond promptly and effectively to queries, requests, corrections, and escalations from field offices and service centers.

Perform quality checks to ensure accuracy, completeness, and consistency of bonds and billing transactions.

Meet defined quality, productivity, turnaround time (TAT), and other key performance indicators (KPIs).

Identify process gaps and actively contribute to process improvement and operational excellence initiatives.

Build and maintain strong working relationships with internal and external stakeholders to ensure seamless service delivery.

Ensure compliance with all regulatory, statutory, risk management, and company governance requirements.

Safeguard client, colleague, and company interests by following established controls,

policies, and procedures.

Required Qualifications, Knowledge, Experience

Qualifications: Graduate / Postgraduate

Knowledge: Basic understanding and operating knowledge of MS Office and other Digital Platforms.

Experience: Minimum 1 year of continuous experience in operations. (Insurance knowledge

Preferred candidate profile

- Primary Skills: Valuable knowledge of MS Office, especially MS Excel. Candidates with experience in general billing or Accounts Receivable (AR) processes can also be considered. Excellent communication skills are essential.
- Experience: Minimum 1 year in Operations, preferably in Accounting/Financial Processes. (Insurance knowledge preferable)

- Qualification: Graduate/Postgraduate
- Location: Vikhroli, Mumbai
- Shift Timings: 6:30 AM3:30 PM or 6:30 PM3:30 AM. Candidates must be flexible to work rotational shifts, including US shifts.
- Work Mode: Work from office during training, followed by a hybrid model
- Transportation: Available as per company policy

📌 Walk-in || Billing Advisor (Mumbai)
🏢 eTeam
📍 Mumbai