Allied Solutions LLC
Position
Bond Account Executive COM at Allied Solutions LLC.
Overview Oversees an assigned portfolio of clients. Identifies new and cross‑sale opportunities for Bond and Property & Casualty products or solutions. Maintains current level of business by reviewing all lines of coverage at each renewal and anniversary, checking markets to find the best product we can offer, and presenting the client with a renewal proposal. Responds to client questions and concerns.
Job Duties And Responsibilities Client Maintenance and Service (50%):
Welcome new clients
Respond to customer inquiries
Process customer change requests such as coverage and/or limit changes, foreclosed property additions and removals, branch changes, auto ids, etc.
Issue insurance certificates upon request
Resolve accounting discrepancies
Resolve contingencies set by insurance carriers
Provide annual coverage reviews and discuss with client management/board members when needed
Execute Renewals (40%):
Maintain current level of business by production/sales of renewal policies
Possess a thorough understanding of Bond and Property & Casualty products
Review renewal coverages and options
Negotiate product terms, conditions & pricing with underwriters
Plan, prepare and execute renewal business proposals
Review quotes, binders, and policies for accuracy as provided by carriers
Order insurance coverage
Cross Sell New Products and Additional Solutions (10%):
Selling new lines of business to existing clients
Selling new coverages to existing clients
Qualifications (Education, Experience, Certifications & KSA)
High School Diploma required
Bachelor’s degree in Business Administration or related field preferred
3-4 years of directly related work experience required
Property and Casualty License Required
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.
Benefits and Compensation We offer a robust compensation package including medical, dental, vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, and three weeks PTO by the end of the first year. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
EEO Statement All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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Overview Oversees an assigned portfolio of clients. Identifies new and cross‑sale opportunities for Bond and Property & Casualty products or solutions. Maintains current level of business by reviewing all lines of coverage at each renewal and anniversary, checking markets to find the best product we can offer, and presenting the client with a renewal proposal. Responds to client questions and concerns.
Job Duties And Responsibilities Client Maintenance and Service (50%):
Welcome new clients
Respond to customer inquiries
Process customer change requests such as coverage and/or limit changes, foreclosed property additions and removals, branch changes, auto ids, etc.
Issue insurance certificates upon request
Resolve accounting discrepancies
Resolve contingencies set by insurance carriers
Provide annual coverage reviews and discuss with client management/board members when needed
Execute Renewals (40%):
Maintain current level of business by production/sales of renewal policies
Possess a thorough understanding of Bond and Property & Casualty products
Review renewal coverages and options
Negotiate product terms, conditions & pricing with underwriters
Plan, prepare and execute renewal business proposals
Review quotes, binders, and policies for accuracy as provided by carriers
Order insurance coverage
Cross Sell New Products and Additional Solutions (10%):
Selling new lines of business to existing clients
Selling new coverages to existing clients
Qualifications (Education, Experience, Certifications & KSA)
High School Diploma required
Bachelor’s degree in Business Administration or related field preferred
3-4 years of directly related work experience required
Property and Casualty License Required
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.
Benefits and Compensation We offer a robust compensation package including medical, dental, vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, and three weeks PTO by the end of the first year. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
EEO Statement All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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