Assists Account Executives and Producers with their assigned portfolio of clients.
Responds to client questions and concerns, along with the maintenance and retention of existing clients.
Assists with preparing renewal proposals.
Job Duties and Responsibilities :
Prepares and Collects Renewal Data (40%) :
- 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 (40%)
- 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! 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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