Bond Administrative Assistant

Allied Solutions LLC•South Bend, IN

3d•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 TAM CRM system as requested. 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.

Requirements

High School Diploma required

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