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.

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 :

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.

Last updated : 2024-04-23