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Account Manager - Personal Lines

Ansay & Associates

Account Manager Opportunity

This opportunity is for a motivated individual with at least two years of experience within a client relations or related position, the proven ability to maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships. Our collaborative team environment and innovative resources provide the opportunities for Account Managers to build lasting client relationships and develop professionally. This opportunity is based in our Oshkosh office.

Essential functions of this position include, but are not limited to:

  • Reviewing company issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage
  • Assisting clients with loss claims and following up as needed based on workflow
  • Making pre-renewal calls to clients, and providing client education as needed
  • Obtaining information requested by the insurance carrier underwriter
  • Preparing Auto ID cards, Evidence of Property, Summary of Insurance, and Binders
  • Servicing personal lines accounts in a manner to eliminate gaps in coverage, thus reducing E&O exposures
Why Work for Ansay?

Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.

At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It's the Ansay Way! As such the following core values guide our behaviors: Respect Compassionate and Loyal Integrity Honesty and Trustworthy Accountability Responsible for Actions & Results Passion Unfailing Dedication & Pride In Work Positive "I Can Do" Mentality Constant, Never-Ending Improvement Excellence / Professionalism High Expectations & Pursuit of Opportunities to further our Capabilities

Benefits & Perks
  • Competitive compensation
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and paid holidays
  • Professional development and designation support
  • Career growth opportunities

Qualifications

Behaviors

Preferred

Detail Oriented:

Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Preferred

Ability to Make an Impact:

Inspired to perform well by the ability to contribute to the success of a project or the organization

Experience

Preferred

2 years:

Client Relations/ Client Support

2 years:

Personal Insurance

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Ansay & Associates
Vacancy posted 6 days ago
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