Bachelor's Degree required; substantial work experience may substitute for degree
8-10 years of relevant work experience required
State-specific license is required
Excellent verbal and written communication skills
Strong multitasking and time management abilities
Proficient in Microsoft Office (Excel, PowerPoint, Word, Publisher)
Prior experience with SalesForce and Epic is a plus
Responsibilities
Assist the surety team with a defined book of business in commercial surety bonds
Identify new opportunities by assessing clients' ongoing risk profiles
Participate in client meetings and lead discussions when necessary
Understand and analyze complex financial data and claims information
Prepare and process complete renewal submissions for marketing
Analyze quotes for accuracy and compile a spreadsheet of all received quotes
Create client presentations including quotes, contract comparisons, and marketing materials
Benefits
Collaborative work environment
Opportunities for professional development
Supportive team culture
Access to advanced tools and technologies
Flexible work arrangements
Full Job Description
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
