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
- 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/or Producers to present to the client
Responds to Client Inquiries, Needs & Concerns
- Handling client telephone calls and emails from customers regarding questions about insurance coverage and limits
- Escalating to Account Executive or Producer as necessary
- Review limits for compliance and contact clients as 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 information
- High School Diploma required
- Bachelor’s degree in Business Administration or 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 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
Skills Required
- High school diploma
- 3-4 years of directly related work experience
- Valid Property and Casualty insurance license
- Bachelor's degree in Business Administration or a related field
Allied Solutions LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Allied Solutions LLC and has not been reviewed or approved by Allied Solutions LLC.
-
Healthcare Strength — Medical, dental, and vision coverage are offered with multiple plan choices (PPO and CDHPs) and company HSA contributions, alongside an EAP and optional critical illness, hospital, and accident coverage. Group life, accidental death and dismemberment, and short- and long-term disability are provided at no cost to employees.
-
Retirement Support — Pre-tax and Roth 401(k) programs include a company match and are administered through Securian with investment portfolios and educational tools. These elements reinforce the company’s emphasis on long-term savings and financial security.
-
Leave & Time Off Breadth — Generous paid time off, paid holidays, paid family leave, and paid volunteer time are part of the package. These offerings expand time-off options beyond standard vacation allotments.
Allied Solutions LLC Insights
What We Do
Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 4,000 financial institutions in North America. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions maintains several regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc. #FinancialServices #EnhanceRevenue #ExpandLending #ManageRisk #ImproveMarketShare #EngageEmployees #AlliedInsights #FindYourPassion #BlueCulture
