P&C Account Executive, Surety

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support Producers in obtaining new insurance business and in renewing existing insurance business, primarily surety. Handle day-to-day client attention and oversight. Prepare risk analyses, review insurance placements, contract review and communicate with clients about risk in order to appropriately tailor insurance surety programs. Interact with insurance carriers as required to procure or alter surety programs based on analyses.
• Travel by car or air to prospective or existing clients across the country.
• Obtain and analyze information from clients necessary to obtain quotes for surety.
• Work with the appropriate surety carriers to obtain pricing quotes and negotiate coverage terms.
• Prepare presentations, analyses, RFP's, projects for clients to show the agency's capabilities and quote pricing to prospects.
• Assist carrier and client with the installation of surety programs.
• Respond to inquiries from prospects and clients about insurance-related matters, and from insurance carriers by phone, email and regular mail.
• Perform any other related duties as required or assigned by management.

EDUCATION AND EXPERIENCE

Broad knowledge of such fields as advanced accounting, marketing, business administration, finance, etc. Equivalent to four years of college, plus two (2) years related experience; or equivalent combination of education and experience.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONSAppropriate insurance licenses in each state where business is being solicited.