Bond Account Executive COM

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 id's, 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

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.

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We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. 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.

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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