Jobs · Art & Creative · California

Surety Bonds Producer

Heffernan Insurance Brokers · San Mateo, CA · 6 mo ago
On-siteArt & Creative$100k–$150k/yrFull-time

Responsibilities

  • Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals
  • Support clients and partner with them when selecting and designing their insurance product needs
  • Call on to educate and suggest additions or enhancements to existing insurance programs
  • Meet with existing clients to perform annual reviews of current insurance offering
  • Answer inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information
  • Work closely with Account Management team to offer quality day to day service to client
  • Attend industry networking events, trade shows and conventions
  • Track all sales activity using Huddle
  • Attend sales meetings, both locally and nationally as necessary
  • Attend ongoing industry continuing education courses to improve technical knowledge
  • Develop long-term relationships with clients, carriers, and HIB Producers
  • Special projects and other duties as assigned

Requirements

  • 5-10 years in surety brokerage, carrier, or related business sales experience, including calling on senior executives
  • Strong knowledge of the Surety industry
  • Excellent verbal and written communication skills
  • Excellent interpersonal and customer service skills
  • Strong analytical and problem-solving skills
  • Thorough understanding of equipment, product, industry, and/or services provided to clients
  • Must hold a Property & Casualty insurance license
  • Excellent communication skills, both verbal and written
  • Must be highly organized
  • Must be a team player and enjoy a team-based work environment
  • Must be proficient in MS Office, notably Outlook, PowerPoint, Excel

Compensation

The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

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