What are the responsibilities and job description for the Client Executive – Construction & Surety Practice position at The Fedeli Group?
POSITION DESCRIPTIONS
Provide assistance to producers and client managers in servicing new and renewal construction bonding business. Promptly and professionally assist clients with daily needs. Regular interaction with producers, client managers and carrier/broker representatives to deliver superior client service experience.
REPORTS TO
Senior Vice President – Construction and Surety Practice
ESSENTIAL FUNCTIONS
- Has ultimate responsibility for informing and educating clients regarding their surety program.
- Works with the Producer and/or Client Manager in contacting clients to obtain updated information annually.
- Has ultimate responsibility for the overall marketing process (strategy, arranging submission, negotiating, reviewing options, and developing appropriate presentation documents).
- Responsible for oral presentation of all items as needed/requested by clients and prospects.
- Assist with requests from customers, which will include researching construction bid documents to determine bonding requirements, preparing bonds and record keeping.
- Ability to manage multiple tasks, prioritize work and service customer needs with a sense of urgency.
- A production orientation and/or willingness to consider new production opportunities are a bonus.
- Adhere to all agency procedures and E&O guidelines.
- Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, etc.
- Participate in special projects and other duties assigned.
COMPETENCIES
- Ethical Conduct
- Strategic Thinking
- Decision Making
- Communications Proficiency
- Presentation Skills
- Strong Computer Skills
SUPERVISORY RESPONSIBILITY
None
WORK ENVIRONMENT
Flexibility for hybrid work schedule.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMNADS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
POSITION TYPE/EXPECTED HOURS OF WORK
Full Time Position – 40-hour work week
TRAVEL
Travel is moderate. Some out-of-area and overnight travel may be expected.
REQUIRED EDUCATION & EXPERIENCE
- B.S. Degree
- 7-15 years of surety company underwriting experience
- Organized, demonstrated skills in effective written, listening and verbal communication
- Possess persuasive communication skills in dealing with clients and associates
- Accurate typing ability, attention to detail, and proficiency with Microsoft Office
- Strong computer skills
- Knowledge of construction bonding
- Active Ohio P&C license
PREFERRED EDUCTION & EXPERIENCE
Experience using Applied EPIC agency management system
Advanced technical education in attainment of insurance related designations (CPCU, CIC, CISR, etc.)
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.