Title: Surety Associate Location: Denver, CO, United States Date Posted: Mar 18, 2026 Schedule: Regular Full-Time Remote: Hybrid Remote Job Description: The Vertex Companies, LLC (VERTEX) is a global $150M professional services firm that offers integrated forensic consulting, expert witness services, construction project advisory, and compliance and regulatory consulting to a myriad of markets and industries. Our brand purpose is to better outcomes for our clients, colleagues, and communities. Join us if you are looking for a career that offers you a chance to love what you do, continuously learn, and take pride in your work. Job Description The Surety Associate will assist their assigned Managing Consultant with evaluating construction claims, assessing project risks, and supporting surety providers in navigating complex challenges. The Associate is responsible for supporting the success of the entire Surety group. In any coordination or management activities, the Associate will perform assigned tasks in a manner that models the Company's core values and inspires and encourages goal achievement through empowerment, learning, and creativity among the team. Core Responsibilities Work Product Creation, Project Management, Coordination with Team Members - Review and interpret construction documents, including drawings, specifications, and contracts - Perform construction project financial audits and evaluate contract claims - Investigate and analyze performance and payment bond claims, contractor defaults, and construction deficiencies - Prepare technical reports on both documentation and construction observations, and conduct project schedule analysis - Assist in management of construction projects, including on-site supervision and compliance monitoring - Manage project documentation and submit timely reports, including time sheets and expenses - Travel as required for project monitoring and management (up to 60% of billable time). - Travel includes both local and national travel, with minimal notice - Provide oversight of subcontractors and suppliers - Work with Scheduler to prepare construction schedule, and communicate and enforce schedule with subcontractors, suppliers, and other project stakeholders - Allocate resources as required to ensure compliance with project schedule - Work closely with others on the field team, including the Project Manager and Project Engineers, to assure successful completion of all projects. - Coordinate all required material and equipment deliveries and inspections - Review and interpretation of construction drawings, specifications, and contract documents. - Technical evaluation of construction deficiencies - Travel while on active projects may require full-time presence on site throughout completion of project - Meet or exceed defined individual average utilization goals as set forth by company leadership - Effectively coordinate with other team members as requested or assigned, able to proactively monitor own progress on assigned tasks or projects, and ensure work product produced by self or in collaboration with other assigned team members is consistently high quality - Support assigned Supervisor in monitoring of all relevant data such as individual utilization performance vs target, client deadlines, accurate and timely timesheet data, etc. - Coordinate and support other team members as assigned, with emphasis on positivity and in support of a culture that is empowered to execute - Conduct self in support of driving towards defined objectives and key results (OKRs) - Collaborate with other team members in a manner that assists with rapid identification and escalation to Supervisor of any client, team member or operational challenges Operations - Be aware of and work in a manner that supports the organization's vision and defined business objectives - Conduct self and collaborate with others in working toward achievement of defined profit objectives of assigned projects - Cooperate in construction of strong cross-functional teams (cooperate with any suggested project assignments outside of original assigned practice area) to achieve success in shared goals, understanding that multiple perspectives and talents build stronger teams and results - Complete daily tasks consistent Qualifications & Competencies - Bachelor's degree and a minimum of 2 years of related experience; or an advanced degree without experience; or 5 years of related work experience and no degree - Engineering, Architecture, Construction Management, or related field is preferred - Strong communication, writing, and organizational skills - Proficiency in standard software packages and project management tools - Ability to manage complex tasks and perform under high-pressure conditions - Proven track record of independent work product production, project management, communication, and coordination with other team members - Professional certifications (PE, RA, CDT, CCCA, or CCM) will receive special consideration Knowledge & Skills - Experience in providing reliable work product review as assigned - Able to communicate effectively (written and verbal) with co-workers and Supervisors, and clients, subcontractors, and vendors as assigned - Strong communication and organizational skills - Strong analytical and problem-solving skills - Demonstrated self-awareness and flexibility in working with a variety of personalities and work styles (colleagues, clients, Assigned Supervisors) - Able to handle multiple priorities and perform consistently and positively under high stress conditions Additional Information At VERTEX, we invest in top talent with a highly competitive total compensation package designed to reward performance and support long-term success. Total compensation includes a base salary and a performance-based discretionary bonus program. Our comprehensive benefits package offers multiple healthcare and dental plan options, as well as company-paid Life Insurance, Short-Term Disability, and Long-Term Disability coverage-ensuring peace of mind for you and your family. We offer a 401(k) plan with immediate matching and full vesting, empowering employees to build financial security from day one. Additional benefits include Flexible Spending Accounts, a robust Employee Assistance Program, and a suite of exclusive perks that enhance everyday life. Time away matters-so we provide a generous paid time off program, including vacation, sick time, and paid holidays (with prorated options for eligible part-time employees). At The Vertex Companies, our salary ranges are intentionally designed to support meaningful career growth over time. These ranges allow employees to develop, expand their impact, and increase their earnings as they progress within their job level. A new hire's starting compensation is determined by their experience, geographical location, scope of the role at the time of hire and Company affordability. Our ranges are structured to reward growth and performance, ensuring there is room for advancement and long-term opportunity. The pay range for this role is: $54,000.00 - $128,000.00 USD annually (Geographical Tier A - Sample Locations: Irvine CA, Middlesex NJ, Tacoma WA, Boston, Alexandria) $50,000.00 - $118,000.00 USD annually (Geographical Tier B - Sample Locations: Baltimore, Chicago, Anchorage, Portland) At VERTEX, growth never stops. Our signature "Lifetime of Learning" program offers tuition reimbursement and personalized support for employees pursuing advanced education-helping you sharpen your skills and accelerate your career. Notice to Third Party Agencies: Please note that The Vertex Companies employs a fully staffed recruiting team. We do not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Agreement, VERTEX will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, VERTEX explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of VERTEX.

Role Description The Retirement Plans Underwriting Department has an immediate opening for a Pension Risk Annuity Specialist who will facilitate the onboarding of new institutional retirement income annuities primarily in the Pension Risk Transfer market. Qualifications - Seasoned knowledge and expertise with retirement plans, products, design, administration, and regulatory requirements. - Familiarity with a variety of underwriting concepts, practices, and procedures. - Ability to work independently and make decisions using sound and logical reasoning. - Attention to detail with strong planning and organizational skills. - Ability to work accurately and efficiently in a fast-paced environment. - Financial aptitude for understanding pricing strategies and their potential impact on financial results. - Promotes a culture of diversity and inclusion, values different ideas and opinions, and listens courageously. - Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico. Requirements - Bachelor's degree preferred or 4-7 years of annuity underwriting experience. Benefits - Estimated Salary (Levels have variable responsibilities and qualifications): - Senior Annuity Underwriter: $68,000-$78,000, plus annual bonus opportunity. - Advanced Annuity Underwriter: $86,000-$95,000, plus annual bonus opportunity. - 401(k) plan with a 2% company contribution and 6% company match. - Work-life balance with vacation, personal time, and paid holidays.

Role Description This role is a strategic client-facing position focused on managing and growing a portfolio of enterprise accounts in the P&C Commercial Auto insurance space. You will act as a trusted advisor to senior stakeholders, helping clients unlock value from data-driven SaaS and DaaS solutions to optimize underwriting, pricing, and risk management. The position blends consultative account management with analytics insight, offering the opportunity to influence product strategy while driving client success and long-term revenue growth. Ideal candidates thrive in dynamic, quantitative environments, excel at building executive relationships, and enjoy translating complex data into actionable business outcomes. - Own the end-to-end relationship for a portfolio of enterprise clients, from onboarding to long-term value realization - Serve as a strategic advisor, ensuring clients achieve measurable ROI from data and SaaS solutions - Drive renewals, expansions, and cross-sell opportunities, proactively identifying whitespace within accounts - Act as the primary point of contact for senior client stakeholders and lead executive business reviews - Monitor product usage, KPIs, and client health to identify adoption gaps and mitigate churn risk - Translate complex analytics into clear, actionable insights that support underwriting, pricing, and risk reduction - Collaborate with Product, Data, Marketing, and Sales teams to advocate for client needs and influence roadmap priorities Qualifications - 5+ years of B2B account management, customer success, or client relationship experience - Strong preference for experience in P&C Commercial Auto (Transportation) insurance - Familiarity with risk exposures, loss control, underwriting, or insurance analytics is a plus - Comfort operating in data-driven, quantitative environments, with the ability to communicate SaaS/DaaS value - Exceptional written and verbal communication skills with executive-level influence - Proficiency with CRM systems (Salesforce preferred) and advanced MS Office skills - Highly organized, self-directed, and capable of working cross-functionally in fast-paced settings - Bachelor’s degree in business, insurance, technology, or a related field (or equivalent experience) Requirements - 5+ years of B2B account management, customer success, or client relationship experience - Strong preference for experience in P&C Commercial Auto (Transportation) insurance - Familiarity with risk exposures, loss control, underwriting, or insurance analytics is a plus - Comfort operating in data-driven, quantitative environments, with the ability to communicate SaaS/DaaS value - Exceptional written and verbal communication skills with executive-level influence - Proficiency with CRM systems (Salesforce preferred) and advanced MS Office skills - Highly organized, self-directed, and capable of working cross-functionally in fast-paced settings - Bachelor’s degree in business, insurance, technology, or a related field (or equivalent experience) Benefits - Opportunity to work with market-leading data products that shape decision-making across the insurance industry - High-impact role with enterprise-level visibility and ownership - Collaborative, growth-oriented culture with strong cross-functional partnerships - Ability to influence product strategy through real customer insights - Competitive salary and potential performance incentives - Flexible work environment with options for remote or hybrid work - Professional development opportunities and support for skills growth

Overview About TP TP is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways. With more than 500,000 inspired and passionate people speaking more than 300 languages, our global scale and local presence allow us to be a force of good in supporting our communities, our clients, and the environment. Benefits of working with TP include: - Paid Training - Competitive Wages - Full Benefits (Medical, Dental, Vision, 401k and more) - Paid Time Off - Employee wellness and engagement programs Tp and You Through a balanced high-tech and high-touch approach blended with deep industry and geographic expertise, we make people's lives simpler, faster, and safer. We help companies adapt quickly to changing needs, and are inspired to deliver only the best in all that we do. You will become a key contributor in making that happen. As the eyes and ears for our team fielding customer inquiries and finding innovative ways to respond, you will work in a collaborative and engaging environment. You will have the chance to interact with people from all walks of life, and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go. Did you know that our Chief Client Officer started her career at TP as an agent and advanced to the pinnacle of the company? At TP, the sky is the limit! Responsibilities Your Responsibilities As a Licensed Insurance Representative, your main responsibility is to find innovative ways to respond to varying questions, issues, and concerns. - Handle and carefully respond to all inbound and outbound customer inquiries - Provide excellent customer service through active listening - Work with confidential customer information and treat it sensitively - Aim to resolve issues on the first call by being proactive, patient, empathetic, and understanding - Appropriately communicate with customers, exercising retention efforts if needed - Identify customers who are comparison-shopping and inquiring about contract terms, assisting the customer with the correct price plan - Compassionately handle sensitive situations surrounding healthcare needs, education, and prevention planning Qualifications We’re looking for fearless people – people who are inspired to deliver only the best in all that we do. Qualifications: - High School Diploma or equivalent. - Minimum of 6 months of customer service experience. - Must be 18 years of age or older. - Ability to type at least 25 words per minute. - Comfortable with desktop computer systems and have general knowledge of Windows-based systems. - Customer service and/or sales experience preferred. - College degree preferred but not required. Key Competencies: - Process Excellence: Demonstrate commitment to following established procedures and be customer service driven. - Collaboration: Proven ability to collaborate effectively with team members, supervisors, and support departments to resolve customer issues and achieve performance goals. - Communication: Outstanding communication, listening, and analytical skills. - Organizational Skills: Strong organizational and problem-solving skills. - Emotional Intelligence: Ability to prioritize tasks and work well under pressure while remaining focused. - Open-Mindedness: Open-minded approach to feedback, evolving policies, and working within a structured schedule that includes a variety of shifts. - Critical Thinking: Sharp critical thinking skills, enabling quick analysis of customer issues and thoughtful, informed decision-making. - Solution-Oriented: Proactive approach to problem-solving with a focus on creating a positive customer experience. Work from Home Requirements: - Internet Requirements: - Minimum subscribed download rate equal or exceeds 15.0 Mbps - Minimum subscribed upload rate equal or exceeds 5.0 Mbps - ISP must have no packet loss and ping under 50ms - Internet connections cannot be Satellite, Mobile Data (5G, 4G, 3G hotspots), P2P or VPN - Proof of internet speed required - Clean and quiet workspace Be Part of Our TP Family It is our mission to always provide an environment where our employees feel valued, inspired, and supported, so that they can bring their best selves to work every day. We believe that when employees are happy and healthy, they are more productive, creative, and engaged. We are committed to providing a workplace that is conducive to happiness and a healthy work-life balance. We also believe that to be our best selves, we need to be surrounded by people who are positive, supportive, and challenging. We are committed to creating a culture of inclusion and diversity, where everyone feels welcome and valued. EOE/Disability/Vets