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Allied Solutions LLC · 2 months ago

Bond Account Executive COM

Carmel, IN

Full-time

Onsite

Mid Level

3+ years exp

Allied Solutions LLC is seeking a Bond Account Executive to oversee an assigned portfolio of clients. The role involves identifying cross-sale opportunities, maintaining business relationships, and executing renewals for Bond and Property & Casualty products.

Financial ServicesInformation Technology

Responsibilities

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

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

Selling new lines of business to existing clients

Selling new coverages to existing clients

Qualification

Bond products knowledgeProperty & Casualty products knowledgeClient relationship managementSales experienceBusiness Administration degree

Required

High School Diploma required

3-4 years of directly related work experience required

Preferred

Bachelor's degree in Business Administration or related field preferred

Benefits

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

Company

Allied Solutions LLC

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.

Founded in 2000

Carmel, Indiana, USA

1001-5000 employees