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Surety Marketing Representative
CNA Insurance. Serve as the link between CNA Surety and agent customers and as an extension of the underwriting team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expert-level knowledge of CNA Surety products and services while effectively executing sales strategies to generate premium growth and enhance customer relationships. Proficient in utilizing technology for presentations and training, with a strong focus on customer service and market intelligence.
Highest-signal resume keywords
Sales Strategy ExecutionCustomer Relationship ManagementInsurance and Surety Industry KnowledgePresentation SkillsTerritory Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesBusiness DevelopmentMarket Intelligence GatheringAnalytical Problem-SolvingAccounting Knowledge
Soft Skills
Interpersonal SkillsCommunication SkillsOrganizational SkillsTeam CollaborationAttention to Detail
Tools & Technologies
Microsoft Office SuiteAgent Automation ServicesBusiness-Related Software
Certifications & Qualifications
Bachelor's Degree or Equivalent ExperienceValid Driver's License
Industry Keywords
Surety Bond EducationPublic RelationsBrand AwarenessAgency AppointmentsLegislative Activities
About the role
Key responsibilities & impact- Serve as the link between CNA Surety and agent customers and as an extension of the underwriting team
- Execute business strategies through regular in-person and virtual sales calls to assigned agencies
- Generate and increase premium with assigned agencies to achieve corporate and individual sales goals
- Perform public relations to improve brand and product awareness and project a professional corporate image
- Develop expert-level knowledge of CNA Surety products and services to educate agency customers
- Conduct sales calls to build relationships, brand loyalty, retention and new premium growth
- Use technology resources and presentations to address customer needs and deliver selling strategies
- Educate and train agents on agent automation services and product or technology changes
- Manage territory logistics, daily and weekly virtual contacts, and monthly in-person agency visits
- Contact agents and prospects to generate increased production
- Handle agent complaints and gather details for resolution
- Prospect for new agency appointments and business opportunities
- Identify agents with growth opportunities and appoint them or add them to the prospect list
- Collaborate with leadership, underwriting and internal and external customers on sales strategies and new business
- Gather and record agency and market intelligence for the territory and key markets
- Collaborate with Underwriting on market alignment, sales and marketing plans and premium growth
- Participate in industry and agency associations
- Research, monitor and report legislative activities affecting company operations
- Contact governmental agencies as needed for information gathering and surety bond education
- Use reporting to identify delinquent accounts and assist with accounts receivable collection
- Perform additional duties as assigned
Requirements
What you’ll need- Bachelor's degree or equivalent experience in sales or business development, or customer-facing role
- Minimum of 2-3 years’ experience in sales and/or marketing
- Valid Driver's License
- Exceptional interpersonal, communication, sales and telephone skills
- Ability to confidently and effectively interact with internal and external customers/partners and deliver impactful presentations
- Ability to provide highest level of customer service, actively seek out new business opportunities and meet or exceed sales goals
- Highly organized with attention to detail and ability to work independently on multiple tasks efficiently
- Ability to adapt and collaborate within a team environment
- Strong knowledge of insurance and surety industry practices
- Accounting or business-related experience
- Strong analytical and creative problem-solving skills
- Willingness and ability to travel as needed
- Proficient knowledge of Microsoft Office Suite and ability to learn other business-related software
Benefits
Comp & perks- Comprehensive and competitive benefits package
- Benefits supporting employees’ and family members’ physical, financial, emotional and social wellbeing goals
- Reasonable accommodations for qualified individuals with disabilities