Bond Administrative Assistant

Allied Solutions•Carmel, IN

5d•Onsite

About The Position

Provides administrative and clerical support to Account Executives and Account Managers. Prepares renewal workbooks and provides them to Account Manager for review. Processes endorsement requests from start to finish, checking for accuracy upon receipt from carrier. Updates ‘future working document’ with current information for next term’s renewal. Updates Epic CRM system as requested. Job Duties and Responsibilities: Data Input for Renewal Activities (40%): Prepares preliminary renewal workbook documents and provides to Account Manager Obtains loss history and other supporting documents as needed for renewal Updates Opportunities in Infor CRM Prepares future working document once renewal is complete Account Documentation & Maintenance (60%): Opens opportunities in Infor CRM Handles requests for Executive Reviews and Due Diligence packets Checks credit union bond limits once annually to be sure limits are in compliance with NCUA regulations Sends monthly foreclosed/repo property reminders to Property & Casualty clients Coordinates the submission of change requests, including vehicle and location changes. Processes the documents for these when received from the carriers Assists the Account Managers with the reviewing of insurance policies Reviews and processes workers compensation audit documents Updates agency management system as needed Qualifications (Education, Experience, Certifications & KSA): High School Diploma required The following statement will appear at the end of all job descriptions: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job. #LI-SJ1 #LI-Onsite 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. To view our privacy statement click here To view our terms and conditions click here

Requirements

High School Diploma required

Responsibilities

Prepares preliminary renewal workbook documents and provides to Account Manager
Obtains loss history and other supporting documents as needed for renewal
Updates Opportunities in Infor CRM
Prepares future working document once renewal is complete
Opens opportunities in Infor CRM
Handles requests for Executive Reviews and Due Diligence packets
Checks credit union bond limits once annually to be sure limits are in compliance with NCUA regulations
Sends monthly foreclosed/repo property reminders to Property & Casualty clients
Coordinates the submission of change requests, including vehicle and location changes.
Processes the documents for these when received from the carriers
Assists the Account Managers with the reviewing of insurance policies
Reviews and processes workers compensation audit documents
Updates agency management system as needed