Heffernan Insurance Brokers is hiring : Surety Bonds Producer in Walnut Creek

Overview Objective :

The Surety Bond Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand. They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic.

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

Answers 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. 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.

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

Must embody the Heffernan Habits as illustrated herein.

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 can be found at https : / / www.heffins.com / about-us / careers.

Heffernan Habits (Expectations) These are practices that represent our unique culture.

Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.

Have Fun : Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!

Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.

Do Good : This is our core. We strive to do good for our clients, our community, and our planet.

Celebrate & Value Our Differences : “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

Working Conditions Work environment is indoors, sitting at a desk or standing for extended periods of time.

Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.

This position may require flexibility to work hours outside of a regular schedule.

Ability to travel as necessary.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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