Account Executive, Surety - Charlotte, NC or Atlanta, GA
About The Position
About the Role We are seeking a skilled and experienced Account Executive to lead our Surety strategy and grow our client base. This position can be located in Cha rlotte, NC or Atlanta, GA. Key Responsibilities Include S erve as s trategic point of contact for client ; Conduct and coordinate client services . Build and maintain effective and sustainable relationships with clients on an enterprise - wide basis ; Work in the best interest of the client and the company to secure appropriate compensation for the company. Achieve new business sales goals Positively and proactively represents American Global in meetings, seminars, trade shows, networking events, industry associations, organizations, boards and charities, as appropriate . Demonstrate proficiency in the sales discovery process (due diligence) Demonstrate strong knowledge of competitors to aid in company prospecting efforts Build and develop relationship with centers of influence Review book of business production reports and account receivable (A/R) reports for accuracy upon receipt , delegate follow up accordingly Cultivate local carrier relationships to support company visibility and credibility in the construction surety marketplace. Maintain knowledge of carrier underwriting appetites and contacts and recommend appropriate markets for client programs Analyze client risk profile and develop marketing strategy with the team and client Compile and/or approve complete and accurate large project and program submissions and deliver to underwriters ; Provide timely responses to underwriter submission inquiries Supports team in response to requests for proposals (RFP) Identify the surety needs of clients and prospects. Develop and recommend appropriate products and services . Presents custom solutions to clients and prospects in a clear and professional manner Provide thought leadership, embracing change and innovation as the industry evolves Additional responsibilities as
Requirements
- Strong technical Sure ty knowledge
- Minimum of 5 to 10 years of industry experience
- Proven ability to p resent and clearly explain information to clients
- Proven a bility to clearly explain problems/concerns to co-workers, supervisors and/or agency principals and suggest/recommend solutions
- Competence in Microsoft Office tools such as Word, Excel, and Adobe
- Ability to drive strateg y
- Ability to effectively promote American Global’s competitive differentiation in written and verbal presentations with goal of growing client base
- Valid driver’s license and reliable transportation
- Ability to travel locally as (NC/SC/VA / GA )
Nice To Haves
- College degree preferred
Responsibilities
- Serve as strategic point of contact for client
- Conduct and coordinate client services
- Build and maintain effective and sustainable relationships with clients on an enterprise - wide basis
- Work in the best interest of the client and the company to secure appropriate compensation for the company.
- Achieve new business sales goals
- Positively and proactively represents American Global in meetings, seminars, trade shows, networking events, industry associations, organizations, boards and charities, as appropriate
- Demonstrate proficiency in the sales discovery process (due diligence)
- Demonstrate strong knowledge of competitors to aid in company prospecting efforts
- Build and develop relationship with centers of influence
- Review book of business production reports and account receivable (A/R) reports for accuracy upon receipt , delegate follow up accordingly
- Cultivate local carrier relationships to support company visibility and credibility in the construction surety marketplace.
- Maintain knowledge of carrier underwriting appetites and contacts and recommend appropriate markets for client programs
- Analyze client risk profile and develop marketing strategy with the team and client
- Compile and/or approve complete and accurate large project and program submissions and deliver to underwriters
- Provide timely responses to underwriter submission inquiries
- Supports team in response to requests for proposals (RFP)
- Identify the surety needs of clients and prospects.
- Develop and recommend appropriate products and services
- Presents custom solutions to clients and prospects in a clear and professional manner
- Provide thought leadership, embracing change and innovation as the industry evolves
Benefits
- Comprehensive Benefits Package
- Collaborative and innovative environment
- Culture of continuous learning and professional development
- Competitive salary package
- 401k with above-average employer match of up to 5% of your salary
- Leadership training and support
- Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
- Education and Student Loan Assistance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
