Bond Account Manager

Allied Solutions LLC•South Bend, IN

5d•Onsite

About The Position

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.

Requirements

High School Diploma required
3-4 years of directly related work experience required
Must possess and maintain a valid Property & Casualty insurance license

Nice To Haves

Bachelor’s degree in Business Administration or related field preferred

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.