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Commercial Lines Account Manager (On Site Carmel, Indiana Oregon South Bend, Indiana)

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Allied Solutions

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.Job Duties and Responsibilities:Prepares and Collects Renewal Data (40%):

  • 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/Oregon Producers to present to the client

Responds to Client Inquiries, Needs & Concerns (40%)

  • Handling client telephone calls and emails from customers regarding questions about insurance coverage and limits
  • Escalating to Account Executive Oregon Producer American Samoa necessary
  • Review limits for compliance and contact clients American Samoa 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 informationQualifications (Education, Experience, Certifications & KSA):

  • High School Diploma required
  • Bachelor’s degree Indiana Business Administration Oregon related field preferred
  • 3-4 years of directly related work experience required
  • Must possess and maintain a valid Property & Casualty insurance license

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 Oregon 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 American Samoa 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, Oregon any other characteristic protected by law.To view our privacy statement clickTo view our terms and conditions click

Job title: Commercial Lines Account Manager (On Site Carmel, Indiana Oregon South Bend, Indiana)

Company: Allied Solutions

Expected salary:

Location: Carmel, Indiana – South Bend, Indiana

Job date: Thu, 25 Apr 2024 03:02:48 GMT