Account Executive - Surety

  • 5309 Transportation Blvd, Cleveland, OH 44125, USA
  • Full-time

Company Description

Brunswick Companies is a family-owned business with a 48-year history providing insurance, risk management, and surety products across the nation. Our team is committed to developing and mentoring all new employees.  This is a mid-level position in a great small business. We are expanding our team of customer service staff. We are looking for professionals with great attitudes who are technology savvy, detail oriented, and ready to learn. Industry experience is required.  

Job Description

As an Account Executive, you will be responsible for servicing and retention of existing clients according to agency and department procedures and standards. In addition, you will support the sales team with newly acquired clients. An ideal candidate will be an energetic self-starter, with great customer service skills, who thrives in a team environment. Essential functions include:

  • Managing the relationship between Brunswick Companies and a group of existing clients:
    • Serving as a primary point of contact
    • Performing renewals, endorsements, and cancellations
    • Proactively managing renewals to meet timeline requirements
    • Processing transactions and invoicing the clients
    • Communicating and notifying sureties as needed
    • Maintaining the accuracy of client information within the Agency Management System
  • Supporting new business opportunities:
    • Entering prospect information and documentation into the Agency Management System
    • Processing transactions and invoicing clients
    • Following up with prospects on bond status
    • Completing bond forms
  • There is potential opportunities for writing new business with our prospective new clients by evaluating the risk and need, obtaining required paperwork and placing their business with one of the Surety Companies we are partnered with.

Qualifications

SPECIAL KNOWLEDGE, SKILLS AND ABILITIES

  • 3-5 plus years of hands-on surety bond experience, including servicing accounts
  • Active P & C license required
  • Agency management software experience, Applied or AMS preferred
  • Excellent time management skills and ability to multi-task and prioritize work
  • Excellent written and verbal communication skills
  • Strong organizational and planning skills
  • Expert in Microsoft Office applications
  • Exceptional customer service skills, over the phone, in person and electronic, with customers and internal departments
  • Strong sense of urgency and problem solving skills
  • High School Diploma/GED, 2-year degree preferred

Additional Information

Salary, 401K, Office Gym, and Benefits Included