Surety Marketing Representative

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Act as the intermediary between CNA Surety and agent customers, functioning as an extension of the underwriting team.

• Implement business strategies through regular in-person and virtual sales meetings with designated agencies.

• Drive premium generation and growth with assigned agencies to meet corporate and personal sales objectives.

• Engage in public relations efforts to enhance brand and product visibility while projecting a professional corporate image.

• Acquire in-depth knowledge of CNA Surety products and services to effectively educate agency customers.

• Conduct sales interactions to foster relationships, build brand loyalty, enhance retention, and stimulate new premium growth.

• Utilize technological resources and presentations to address customer needs and implement effective selling strategies.

• Train and educate agents on automation services and updates regarding products or technology changes.

• Oversee territory logistics, maintain daily and weekly virtual contacts, and schedule monthly in-person agency visits.

• Reach out to agents and prospects to boost production levels.

• Address agent complaints and gather necessary information for resolution.

• Seek out new agency appointments and business ventures.

• Identify agents with potential for growth and either appoint them or add them to the prospect list.

• Collaborate with leadership, underwriting, and both internal and external customers on sales strategies and new business initiatives.

• Collect and document agency and market intelligence relevant to the territory and key markets.

• Work with Underwriting to ensure market alignment, sales, marketing plans, and premium growth objectives.

• Participate in industry and agency associations.

• Research, monitor, and report on legislative activities that impact company operations.

• Communicate with governmental agencies as necessary for information gathering and surety bond education.

• Utilize reporting tools to identify delinquent accounts and assist with accounts receivable collection efforts.

• Perform additional tasks as assigned.

⛳️ Requirements

• Bachelor's degree or equivalent experience in sales, business development, or a customer-facing role.

• At least 2-3 years of experience in sales and/or marketing.

• Valid Driver's License.

• Outstanding interpersonal, communication, sales, and telephone skills.

• Ability to interact confidently and effectively with both internal and external customers/partners and deliver compelling presentations.

• Capability to provide top-tier customer service, proactively seek new business opportunities, and meet or surpass sales targets.

• Highly organized with a keen attention to detail and the ability to manage multiple tasks independently and efficiently.

• Ability to adapt and work collaboratively in a team environment.

• Strong understanding of insurance and surety industry practices.

• Background in accounting or a business-related field.

• Robust analytical and creative problem-solving capabilities.

• Willingness and ability to travel as necessary.

• Proficient in Microsoft Office Suite and capable of learning additional business-related software.

🏝️ Benefits

• Comprehensive and competitive benefits package.

• Benefits aimed at supporting the physical, financial, emotional, and social wellbeing goals of employees and their family members.

• Reasonable accommodations available for qualified individuals with disabilities.