Sales Executive, Surety at Unison Risk Advisors

About this role

Sales Executive, Surety Position Summary The Surety Risk Advisor is a sales professional responsible for generating new surety bond clients, expanding existing relationships, and delivering expert guidance to contractors and commercial clients. The Risk Advisor partners with internal service teams and carrier underwriters to structure bonding programs, support client financial performance, and provide strategic risk advisory services. Essential Functions
Identify, prospect, and secure new surety clients through targeted outreach, industry networking, referrals, and market intelligence.
Develop and execute a personal sales plan to meet or exceed annual production goals.
Conduct discovery meetings to assess client needs, financial strength, operations, and long‑term bonding capacity requirements.
Deliver presentations, proposals, and solutions that clearly articulate the agency’s value.
Build and maintain a strong pipeline using CRM/agency management systems.
Serve as a trusted advisor to contractors and commercial clients on surety strategy, bonding capacity, and risk mitigation.
Maintain regular contact with clients to anticipate needs, share market insights, and strengthen relationships.
Partner with internal Surety Account Managers to ensure smooth onboarding and ongoing service delivery.
Support clients in understanding and optimizing financial statements, work-in-progress schedules, and underwriting requirements.
Analyze client financials and operational trends to prepare complete and compelling surety submissions.
Collaborate with carrier underwriters to negotiate surety programs, bonded contract terms, and capacity enhancements.
Advise clients on bonding requirements, contract terms, indemnity agreements, and best practices in financial management.
Stay current on surety industry trends, construction markets, regulatory changes, and carrier appetites.
Work with agency leaders to execute departmental growth strategies.
Participate in team meetings, training, and professional development opportunities.
Coordinate with other agency departments to identify cross‑selling and referral opportunities.
Utilize and maintain data within CRM/agency management systems to ensure accurate tracking and reporting.
Additional job duties as assigned.
Minimum Education/Abilities/Skills
Active Property & Casualty license (or ability to obtain within 60 days)
2+ years of experience in surety, commercial insurance, construction finance, or business-to-business professional sales
Proven prospecting and relationship-building skills
Strong communication and presentation abilities
Projects confidence in interactions with colleagues and clients
Self-motivated with entrepreneurial mindset
Ability to work independently and collaboratively
Ability to build rapport with business owners, CFOs, project managers, and carrier underwriters
Proficient with Microsoft Office suite
Additional Qualifications
Existing relationships within construction, real estate development, or commercial surety markets
Insurance designations (CIC, CPCU, ARM, or working toward)
Experience with Applied EPIC desired but not required
Compensation & Benefits Compensation
Base Salary: $60,000–$175,000 annually, depending on experience, qualifications, and transferable book of business.
Additional Compensation: This position is eligible for incentive compensation on qualifying new business.
Benefits Eligible employees are offered a comprehensive benefits package that includes:
Medical, dental, and vision insurance
Employer-provided life and disability insurance
Paid time off, paid holidays
Applicable paid and unpaid leaves
401(k) retirement savings plan
Originally posted on Himalayas