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: 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. 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 Scheduled Maintenance - Workday will be down for scheduled maintenance Saturday, June 15th, 11am CST - 5pm CST. Career Site Changes - After June 15th, our career site will have a new URL. Please update your bookmarks to use https://hq.wd12.myworkdayjobs.com/Allied_External or go to https://www.alliedsolutions.net/careers/ If you don't see a role that fits your profile, Introduce Yourself to stay informed about news, events and opportunities. When you join Allied Solutions, you are part of a company that’s been recognized for its commitment to making an impact. Allied has been ranked by Forbes as one of America's Best Midsize Employers. Allied's customer service team has received the Center of Excellence certification by BenchmarkPortal for eight consecutive years. And in 2022, Allied was honored with a Spirit United award, acknowledging our 13-year relationship with United Way of Central Indiana. As Allied continues to expand into new markets and reach new clients, opportunities to join the company and advance your career grow as well. Allied continually invests in learning and development resources to help you build new skills and advance your career. Come grow with us! Thank you for your interest in Allied Solutions. Once you have created a Candidate Home account, feel free to create a job alert to stay up to date on opportunities at Allied Solutions. We also recommend that you periodically check on our job postings and apply directly for positions that interest you. Allied Solutions roles are listed with Job Category beginning with ALD.