Account Executive, Surety

Job Summary: Responsible for managing the overall marketing & service processes for designated CAC surety clients.

 

Duties & Responsibilities:

• Assist the surety team with a defined book of business, specializing in commercial surety bonds

·       Identify new opportunities by assessing the ongoing risk profiles of your clients and prospects

• Participate in client meetings and lead when necessary
• Understand complex financial analysis and claims data
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Assist in data analysis to determine program structure options
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Review documents issued by surety company for accuracy. Submit incorrect documents for revision.
• Assist in supervising support staff to help manage workflow
• Other duties as assigned
•   Qualifications:·       Bachelor’s Degree required; substantial work experience may be considered in lieu of degree·       8-10 years of relevant work experience required
  • State specific license is required
• ·       Excellent communication skills, both verbal and written·       Strong multitasking & time management skills·       Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)·       Prior SalesForce and Epic experience a plus·       Professional in appearance and business conduct with strong customer service

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.