Surety Bonds Producer

Heffernan Insurance Brokers Petaluma, CA $100,000 - $150,000
Full Time Mid Level 5+ years

Posted 1 week ago

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About This Role

Generate interest in insurance products and grow the Heffernan brand by cold calling and networking with industry professionals. Work closely with the sales team to cross-sell services to existing clients and prospect for new clients.

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

Requirements

  • 5-10 years in surety brokerage, carrier, or related business sales experience
  • Track record of sales success
  • 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
  • Property & Casualty insurance license
  • Highly organized
  • Team player
  • Proficient in MS Office, notably Outlook, PowerPoint, Excel

Qualifications

  • 5-10 years in surety brokerage, carrier, or related business sales experience

Skills

Excel * PowerPoint * MS Office * Outlook * Huddle *

* Required skills

Benefits

Comprehensive benefits package

About Heffernan Insurance Brokers

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