Bond Account Manager

Allied Solutions, LLC; South Bend (IN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

100% company-paid life and disability

401k with company match

PTO (three weeks)

Career growth opportunities

Job summary

Allied Solutions, LLC is seeking an experienced Insurance Renewals Specialist to support policy renewals for existing clients. You will prepare renewal data, collect updates, submit to carriers, and review quotes to assemble renewal proposals for Account Executives.

You will respond to client inquiries, handle calls and emails about coverage, ensure compliance, provide certificates of insurance, and assist with administrative duties. A P&C license is required.

Qualifications

• High School Diploma required.
• Bachelor’s degree in Business Administration or related field preferred.
• 3-4 years of directly related work experience required.
• Must possess and maintain a valid Property & Casualty insurance license.

Responsibilities

• Prepares and collects renewal data
• Communicates with existing clients to obtain updated information needed for the continuation of insurance coverage
• Reviews information when received and submits to carriers for quoting
• Reviews carrier quotes when received and prepares renewal proposals for Account Executives and/or Producers to present to the client
• Responds to client inquiries, needs & concerns
• Handling client telephone calls and emails from customers regarding questions about insurance coverage and limits
• Escalating to Account Executive or Producer as necessary
• Review limits for compliance and contact clients as needed to make adjustments
• Provide clients with insurance documents they need including “certificates of insurance”
• Submit change requests to carriers
• Reviews and assists with duties performed by Administrative Assistants
• Performs client/file maintenance (20%):
• Check insurance policies against binders for coverage discrepancies
• Work with legal for the filing for Surplus Lines taxes and documentation
• Update Agency Management System to reflect current coverage information

Education

High School Diploma

Bachelor’s degree in Business Administration or related field

3-4 years of directly related work experience

Property & Casualty insurance license

Job description

Job Duties and Responsibilities

• Prepares and collects renewal data
• Communicates with existing clients to obtain updated information needed for the continuation of insurance coverage
• Reviews information when received and submits to carriers for quoting
• Reviews carrier quotes when received and prepares renewal proposals for Account Executives and/or Producers to present to the client
• Responds to client inquiries, needs & concerns
• Handling client telephone calls and emails from customers regarding questions about insurance coverage and limits
• Escalating to Account Executive or Producer as necessary
• Review limits for compliance and contact clients as needed to make adjustments
• Provide clients with insurance documents they need including “certificates of insurance”
• Submit change requests to carriers
• Reviews and assists with duties performed by Administrative Assistants
• Performs client/file maintenance (20%):
  • Check insurance policies against binders for coverage discrepancies
  • Work with legal for the filing for Surplus Lines taxes and documentation
  • Update Agency Management System to reflect current coverage information

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
• Must possess and maintain a valid Property & Casualty insurance license

We offer our employees a robust compensation package!

• 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

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.

When you join Allied Solutions, you are part of a company that’s been recognized for its commitment to making an impact.

Allied has been ranked by Forbes as one of America's Best Midsize Employers.

Allied's customer service team has received the Center of Excellence certification by BenchmarkPortal for eight consecutive years.

And in 2022, Allied was honored with a Spirit United award, acknowledging our 13-year relationship with United Way of Central Indiana.

As Allied continues to expand into new markets and reach new clients, opportunities to join the company and advance your career grow as well.

Allied continually invests in learning and development resources to help you build new skills and advance your career.

Come grow with us!

Thank you for your interest in Allied Solutions.

Allied Solutions roles are listed with Job Category beginning with ALD.