Account Executive - Surety

Deeply Rooted to Serve

Led by the values and mission of the organization, the Account Executive works at the direction of a senior producer to manage their book of business, the overall client relationship facilitate the sales and administrative processes for Property and Casualty clients.

Work Performed

• Manage all aspects of the existing book of business to ensure complete client satisfaction and fulfillment of all the coverage and servicing commitments made by the producer and agency to the client.
• Assist producer with achieving new business and retention goals.  Seek new lines of coverage for current and new clients and act on cross-sell opportunities.
• Ensure review of existing plans/coverages is completed for new clients.
• Manage the renewal marketing process, coordinating with producer to develop proposals and recommendations.  Negotiate renewal with carrier.  Deliver recommendations to clients as needed or accompany producer in making presentations.
• Control and coordinate the implementation process of new business and renewals, including renewal meetings, on boarding, and delivery of administrative resource materials.
• Working under the direction of the producer, builds and maintains relationships with key client contacts.
• Assist with obtaining reports and meeting with clients regarding claims, risk management, and safety; to be done monthly or quarterly, as necessary.
• Maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes and market trends.  Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients, as opportunities occur.
• Prepare annually, the Proactive Services schedule for appropriate clients, with assistance of producer and P&C agency staff, and coordinate with the Proactive Services Team the delivery of these services.
• Ensure clients are up to date on compliance requirements and industry changes through meetings, webinars, legislative updates, and other resources.
• Liaise between client and carrier and between client and P&C agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed.

Job Requirements

• Bond, Surety & Financial background.
• Ability to renew business absent of producer direction.
• Ability to plan, organize, implement, monitor, and adjust in a team focused environment
• Strong interpersonal and communication skills
• Great customer service, organizational, and time management skills
• Knowledgeable in Microsoft Office

Preferred Education/ Experience

• Minimum of 5 years in client service and/or sales.
• 2 or more years of underwriting, sales, and/or account servicing experience.
• Knowledge of P&C coverages, carrier guidelines, underwriting and legislative changes.

About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance