Surety Marketing Representative

Job Description

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.

CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, consult the Candidate Guide.

Reporting to a Regional Marketing Rep Manager, this role is responsible for being the link between CNA Surety and agent customers and is an extension of the underwriting team. Each marketing representative is responsible for executing business strategies by conducting regular sales calls, both in-person and virtual, to their assigned agencies within their territory. Through a solution-based selling approach, they will generate and increase premium with assigned agencies to achieve corporate and individual sales goals.

Marketing Reps will also perform public relations, improving brand and product awareness, and project a professional corporate image with the agency force.

This role will cover a territory of Arizona and New Mexico. This role will be work from home and MUST reside within the territory.

• Responsible for developing an expert level knowledge of all CNA Surety products and services to sell and educate agency customers on the services and solutions to meet customer needs and achieve call/sales quotas per week and month.
• Conduct regular sales calls to all agencies in assigned territory to create interest, manage and enhance relationships and brand loyalty to achieve increased business retention and new premium growth. Adjust to market changes to determine most effective and efficient method for relationship touchpoints.
• Utilize and leverage all technology resources effectively, particularly for virtual contacts, to address customer needs and deliver effective selling strategies, including presentations.
• Use creative communication skills to effectively educate and train agents on the use of agent automation services (Portal, bONdLINE, Direct Bill, ePay, etc.) or other product and technology changes/enhancements for ease of doing business.
• Manage all logistics of being highly visible within the territory and maintaining a rigorous and effective schedule setting daily/weekly virtual account contacts along with monthly in-person agency visits. Responsible for personally contacting all agents and prospects as outlined in the Marketing Representative's Procedure Manual (the manual) to generate increased production.
• As a relationship manager, field and listen to agent customers and gather any details relating to an agent complaint as outlined in the manual so it can be addressed and resolved.
• Prospect for and seek out new agency appointments or other business opportunities utilizing many resources. Identify all agents in the assigned territory with growth opportunities which have good commercial and contract bond business. Appoint them or place them on the prospect list.
• Build effective relationships and regularly participate in collaboration meetings with internal and external customers to align efforts, set sales strategies, drive business and deliver best possible service. This includes collaborating with leadership and the underwriting team who executes on new business opportunities.
• Through agency contacts and research, gather and record agency and market intelligence for territory and all key markets. Collaborates with Underwriting on market alignment, sales and marketing plans, and other opportunities with goal of premium growth in territory.
• Active involvement in industry and agency associations to monitor industry activities that may affect Company operations.
• Research, monitor and report on legislative activities within the states in the territory for changes which may affect the operations of the Company. Contact governmental agencies, as needed, to gather information and/or provide surety…