Position

Responsibilities

• Perform client consultations, which include traveling to various locations throughout the United States
• Initiate contact with prospective clients, including outbound calls, emails, and written correspondence to recommend and see coverages as appropriate
• Be aware of and meet annual sales goals
• Complete exposure risk analysis and stewardship reporting while coordinating completion and facilitating a presentation to clients within 180 days of renewal
• Round out existing accounts by proactively selling additional coverages or policies relating to the annual round-out goals
• Support their teammates and build new business opportunities for both new and existing clients within TrueNorth
• Foster carrier relationships
• Attend mandatory and any optional continuous education opportunities
• Travel to and collaborate with regional offices as needed to ensure alignment in processes, initiatives, and practices up to 3 nights a week, including working nights and weekends
• Perform other duties as assigned

Qualifications

• Four-year degree or equivalent work experience preferred
• 5+ years of demonstrated experience in the surety bond field required
• Commercial Surety license or Commercial Insurance license required or able to be obtained in the first 30 days
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Prior customer service experience required
• Understand the different processes/forms associated with the varying coverages and insurers
• Understand and maintain fiduciary responsibility for company, client, and producer
• Experience working with EPIC Agency Management Software preferred
• Series 6 and 66, life/health including disability and long-term care (Financial Strategies only)
• CPCU or CIC designation preferred