Surety Producer Estate Bonds

2 weeks ago


Oakville, Canada Ai Insurance Organization Inc. Full time

**About Us**:
Ai Insurance Organization is a leading provider of insurance and bonding solutions, helping clients navigate risk with confidence. As we continue to expand, we are seeking a motivated Estate Bonds Producer to join our growing team and drive our estate bond offerings forward.

We are looking for an experienced and dynamic Estate Bonds Producer to support our sales efforts in the Canadian market. In this role, you will be responsible for generating new business, managing leads, and ensuring customer satisfaction for our Estate Bonds offerings. You will work closely with our marketing, underwriting, and support teams to provide tailored solutions for clients in need of estate and probate bonds.

**Key Responsibilities**:

- Develop and manage a pipeline of prospective clients requiring estate and probate bonds, including executors, trustees, and guardians.
- Establish relationships with legal professionals, financial advisors, and fiduciaries to generate leads and referrals.
- Own our pipeline of incoming Estate Bond leads and be our in-house Estate Bond expert
- Utilize CRM tools, including HubSpot and Vertafore, to manage and track lead activity throughout the sales lifecycle.
- Educate potential clients on the value of estate bonds and provide recommendations that meet their specific needs.
- Collaborate with underwriting and support teams to streamline the issuance of bonds and address client inquiries.
- Attend industry events, seminars, and networking functions to promote Ai Insurance and establish brand presence within the legal and financial communities.
- Achieve sales targets and contribute to the overall growth of the Estate Bonds product line.

**Qualifications**:

- Minimum 3 years of experience in insurance, financial services, or a related sales role, with a preference for experience in bonds or fiduciary services.
- Strong understanding of estate bonds, probate processes, and fiduciary obligations.
- Proven ability to develop business relationships and grow sales through networking, lead generation, and client referrals.
- Excellent communication and presentation skills, with the ability to explain complex products to a non-technical audience.
- Highly organized, with strong attention to detail and the ability to manage multiple clients and processes simultaneously.
- RIBO Licensed
- Experience using CRM tools, particularly HubSpot, is preferred.

**What We Offer**:

- Competitive salary with performance-based bonuses.
- Opportunities for professional development and career advancement.
- A supportive, collaborative work environment that values innovation and growth.
- Flexible working conditions, including remote work options.

**How to Apply**: If you are passionate about helping clients navigate estate and probate processes and want to be part of a growing, dynamic team, we want to hear from you

**Ai Insurance Organization is an equal opportunity employer.** We celebrate diversity and are committed to creating an inclusive environment for all employees.


  • Director of Surety

    2 months ago


    Oakville, Canada Ai Insurance Organization Inc. Full time

    **Ai Insurance Organization, a leader in insurance and surety solutions, is seeking a Director of Surety to spearhead our surety department. This pivotal role involves strategic oversight and management of all surety bond products and services, ensuring the growth and profitability of this sector. **Responsibilities**: - ** Strategic Leadership**: Develop...

  • Director of Surety

    1 month ago


    Oakville, Canada Ai Insurance Organization Inc. Full time

    **Ai Insurance Organization, a leader in insurance and surety solutions, is seeking a Director of Surety to spearhead our surety department. This pivotal role involves strategic oversight and management of all surety bond products and services, ensuring the growth and profitability of this sector. **Responsibilities**: - ** Strategic Leadership**: Develop...


  • Oakville, Canada Ai Insurance Organization Inc. Full time

    **About Us**: Ai Insurance Organization, operating through GetCertain.ca, is a leading provider of insurance and bonding solutions, helping clients navigate risk with confidence. We are looking to expand our Contract Bonding team by hiring a motivated and experienced Contract Bonding Producer to help grow our footprint in the Canadian market. As a Contract...

  • Director of Surety

    3 months ago


    Oakville, Canada Ai Insurance Organization Inc. Full time

    Job Description:Ai Insurance Organization, a leader in insurance and surety solutions, is seeking a Director of Surety to spearhead our surety department. This pivotal role involves strategic oversight and management of all surety bond products and services, ensuring the growth and profitability of this sector.Responsibilities:Strategic Leadership: Develop...


  • Oakville, Ontario, Canada Ai Insurance Organization Inc. Full time

    Job Summary:We are seeking a seasoned Senior Surety Business Development Director to spearhead our surety department at Ai Insurance Organization Inc. This pivotal role involves strategic oversight and management of all surety bond products and services, ensuring the growth and profitability of this sector.

  • Surety Account Manager

    6 months ago


    Oakville, Canada American Global Full time

    **Description** This employee should display a strong entrepreneurial spirit, along with excellent written and verbal communication skills. Have a passion for working with people, enjoy developing and managing customer relationships, can properly prioritize project management and conveys strong analytical skills. As a Surety Account Manager, you will...


  • Oakville, Canada American Global Full time

    Description As an Account Executive, you will be the senior client contact for servicing and retention of existing clients according to agency and department procedures and standards. In addition, you will support the sales team with newly acquired clients. Responsible for leading the new and current account process and strategy on bonding programs,...


  • Oakville, Canada Nick Krawczyk Team Full time

    **Real Estate Admin Assistant / Client Care Coordinator (Part Time Or Full Time)** The Nick K Team is looking for a dynamic and passionate individual to add to our team to provide individual and team support to our Real Estate office. Office duties will range from maintaining client relationships, scheduling, creating appointments, offers and brokerloading...

  • Real Estate Sales

    6 months ago


    Oakville, Canada KW SignatureKW Edge Full time

    At KW, we provide agents with the right tools, environment, coaching, and backing needed to cultivate their business to whatever magnitude they desire. Whether you're a fresh agent starting out, or an established team learning to increase and maintain stability, we are here to assist. Coaching and Tutoring, from basic modules concentrating on efficacy, lead...

  • Real Estate Sales

    6 months ago


    Oakville, Canada KW SignatureKW Edge Full time

    At KW, we provide agents with the right tools, environment, coaching and backing needed to cultivate their business to whatever magnitude they desire. Whether you’re a fresh agent starting out, or an established team learning to increase and maintain stability, we are here to assist. Coaching and Tutoring, from basic modules concentrating on efficacy, lead...

  • Real Estate Agent

    6 months ago


    Oakville, Canada ReMax Aboutowne Full time

    At RE/MAX Aboutowne Realty Corp., our mission is to help agents succeed and make a positive impact in their career. We prioritize providing exceptional service by equipping our agents with the best technology, education, and support. We are more than just a real estate brokerage - we are a community of like-minded individuals who are dedicated to serving...


  • Oakville, Canada KW SignatureKW Edge Full time

    **Compensation**: $75,000 - $250,000 **Responsibilities**: - Seek out potential homebuyers and provide them with information on available properties that meet their needs and budget - Hold open houses to engage with potential clients and introduce them to their local real estate market - Act as the intermediary between the buyer and the seller to ensure a...


  • Oakville, Canada KW SignatureKW Edge Full time

    At KW, we believe that agents should be equipped with the resources, atmosphere, instruction, and backing they need to expand their business to whatever magnitude they desire. Both rising representatives looking to become productive and established groups seeking to build and maintain stability can make use of our assistance. From basic lessons in...


  • Oakville, Canada KW SignatureKW Edge Full time

    At KW, we believe that agents should be equipped with the resources, atmosphere, instruction, and backing they need to expand their business to whatever magnitude they desire. Both rising representatives looking to become productive and established groups seeking to build and maintain stability can make use of our assistance. From basic lessons in...


  • Oakville, Canada Nick Krawczyk Team Full time

    **Real Estate Admin Assistant / Client Care Coordinator (9 Am-1 Pm Mon-Fri)** The Nick K Team is looking for a dynamic and passionate individual to add to our team to provide individual and team support to our Real Estate office. Office duties will range from maintaining client relationships, scheduling, creating appointments, offers and brokerloading new...


  • Oakville, Canada KW SignatureKW Edge Full time

    We are an award winning team looking for self motivated individuals who are passionate about real estate. We work with Residential real estate and Investors in the commercial world. If you are looking for a challenge and you would like to be part of a team of like minded people. **Compensation**: $100,000 - $250,000 yearly **Responsibilities**: -...


  • Oakville, Canada KW SignatureKW Edge Full time

    We are an award-winning team looking for self-motivated individuals who are passionate about real estate. We work with Residential real estate and Investors in the commercial world. If you are looking for a challenge and you would like to be part of a team of like-minded people. **Compensation**: $100,000 - $250,000 yearly **Responsibilities**: -...


  • Oakville, Ontario, Canada Vaco Full time

    **About the Company**Vaco is a leading staffing firm that specializes in connecting top talent with businesses across various industries.Salary: $80,000 - $90,000/yearWe are currently seeking a skilled Senior Real Estate Development Financial Analyst to join our client's team. This role will be responsible for providing financial analysis and support to the...


  • Oakville, Canada Ai Insurance Organization Inc. Full time

    **Responsibilities**: - ** Graphic Design**: Produce visually engaging graphics and videos for both digital and print media using Adobe Creative Suite, Figma, and Canva. - ** Copywriting and Content Planning**: Develop compelling content for our insurance blogs and social media posts, ensuring a consistent voice and message across all channels. - ** Social...

  • Marketing Coordinator

    1 month ago


    Oakville, Canada Ai Insurance Organization Inc. Full time

    **Responsibilities**: - ** Graphic Design**: Produce visually engaging graphics and videos for both digital and print media using Adobe Creative Suite, Figma, and Canva. - ** Copywriting and Content Planning**: Develop compelling content for our insurance blogs and social media posts, ensuring a consistent voice and message across all channels. - ** Social...