10 дней назад
Surety Account Executive (Surety)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Surety Account Executive (Surety): Coordinating complex surety services and bond programs for small and medium-sized companies with an accent on underwriting analysis, client education, relationship management, and surety marketing. Focus on interpreting financial and insurance documents, leading client meetings, developing competitive submissions, and coordinating workflows while working in an IMA office approximately 50% of the time.
Location: Hybrid; work is performed in an IMA office approximately 50% of the time. Limited travel of 25% or less is required.
Company
is an independent insurance company with a team-based ownership model and a national industry presence.
What you will do
- Coordinate complex surety services for small and medium-sized company clients.
- Gather, analyze, and maintain underwriting information for clients and prospects.
- Build relationships with clients, internal stakeholders, and surety company personnel.
- Educate and support clients throughout the bonding process and lead client surety meetings.
- Develop new and remarketing submissions to establish or maintain competitive bond programs.
- Support new business sales, cross-training, and oversight of surety accounts receivable activities.
Requirements
- Five to ten years of similar or surety-related experience.
- College degree or equivalent experience preferred.
- Property and Casualty insurance license for the state where domiciled and other states where clients are located; continuing education requirements must be maintained.
- Ability to interpret and analyze surety, insurance, and financial documents.
- Strong analytical, mathematical, time-management, communication, diplomacy, and problem-solving skills.
- Experience with Microsoft PowerPoint, Outlook, Word, and Excel.
Nice to have
- AFSB designation.
- Experience coordinating the workflow of others on special projects.
Culture & Benefits
- Flexible work options and a team-oriented working environment.
- Annual performance bonus and stock purchase opportunity.
- Medical, prescription, dental, vision, FSA, HSA, and family assistance benefits.
- 401(k), life insurance, disability coverage, paid time off, paid holidays, and sabbatical.
- Well-being stipend, personal and professional development, gift matching, and additional protection programs.
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