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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing marketing and service processes for commercial surety bonds, including financial analysis, data analysis, and client presentations. Proficient in utilizing Microsoft Office tools and maintaining strong communication and customer service skills.
Highest-signal resume keywords
Bachelor's Degree8-10 Years Relevant Work ExperienceState Specific LicenseMicrosoft Excel ProficiencyStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData AnalysisQuote AnalysisClient PresentationsRenewal SubmissionsContract ComparisonsWorkflow ManagementMultitaskingTime Management
Soft Skills
Excellent CommunicationCustomer ServiceProfessional AppearanceBusiness Conduct
Tools & Technologies
Microsoft OfficeSalesForceEpic
Certifications & Qualifications
State Specific License
Industry Keywords
Commercial Surety BondsRisk ProfilesSurety ClientsMarketing Materials
About the role
Key responsibilities & impact- Manage the overall marketing and service processes for designated CAC surety clients
- Assist the surety team with a defined book of business specializing in commercial surety bonds
- Identify new opportunities by assessing ongoing risk profiles of clients and prospects
- Participate in client meetings and lead when necessary
- Understand complex financial analysis and claims data
- Prepare, send, and process complete renewal submissions for marketing
- Analyze quotes for accuracy and prepare spreadsheets 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 surety companies for accuracy and submit incorrect documents for revision
- Assist in supervising support staff to help manage workflow
- Perform other duties as assigned
Requirements
What you’ll need- 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, including Microsoft Excel, PowerPoint, Word, and Publisher
- Prior SalesForce and Epic experience a plus
- Professional in appearance and business conduct with strong customer service