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.

About Us

CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry.

CAC Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.