Overview: Focuses on needs analysis followed by production goals and direct selling of Surety insurance to new and existing clients. Focuses on originating new client relationships and/or on expanding and retaining existing relationships.
Lead consulting efforts with client to identify needs; work with Account Executive to negotiate opportunities with product partners and identify the best deal for the client.
Work to prospect opportunities to sell surety products and services to current and potential clients in the marketplace. May focus sales on a specific business line and/or client segment.
Establish new relationships with key stakeholders to partner on new business opportunities to sell surety products/services.
Build and maintain internal Bank referral sources for development of new business; identify opportunities for additional business.
May research policies from insurers; conduct peer review of deals, if appropriate.
Maintain expertise of new products and trends in the insurance market.
Serve as primary referral source for Commercial Relationship Managers for client P&C needs.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities: This position works independently. The position may provide coaching to less experienced Producers that are not yet validated.
Education and Experience Required: Combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales experience
Education and Experience Preferred: Bachelor's degree
Proven insurance sales or account management experience
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