Bond Account Manager — Renewals & Client Care

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

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.