Account Executive, Surety

CAC Group•Houston, TX

About The Position

Responsible for managing the overall marketing and service processes for designated CAC surety clients. The role assists the surety team with a defined book of business, specializing in commercial surety bonds, and works with clients and prospects to assess risk profiles, identify opportunities, and support surety program needs. It involves preparing and analyzing renewal submissions and quotes, developing client presentations and marketing materials, reviewing surety documents, and helping supervise support staff workflow.

Requirements

Bachelor’s degree required; substantial work experience may be considered in lieu of a degree.
8–10 years of relevant work experience required.
State-specific license required.
Excellent verbal and written communication skills.
Strong multitasking and time management skills.
Proficiency in Microsoft Office products, including Excel, PowerPoint, Word, and Publisher.
Professional appearance and business conduct, with strong customer service.

Nice To Haves

Prior Salesforce and Epic experience.

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 clients and prospects.
Participate in client meetings and lead them 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 a spreadsheet of all quotes received.
Assist in data analysis to determine program structure options.
Create client presentations including quotes, spreadsheets, contract comparisons, and other internal marketing materials.
Review documents issued by the surety company for accuracy and submit incorrect documents for revision.
Assist in supervising support staff to help manage workflow.
Perform other duties as assigned.