Personal Lines - Senior Account Manager

Personal Lines - Senior Account Manager

Job Category: Personal Requisition Number: SENIO001479

Posted: March 11, 2026

Full-Time

Hybrid

Port Washington Port Washington, WI 53074, USA +3 more locations

Description

Essential Duties & Responsibilities

• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience
• Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)
• Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency
• Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)
• Handles VIP client accounts by providing outstanding customer service and tailored experience
• Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides regular recommendations and feedback for improvements
• Serves as role model and mentor to account managers, and demonstrates core values and strong collaboration with account executives, producers, and team members
• Proactively handle Pre-renewal calls (EXDT) and client touchpoints, and review company issued Renewal policies for accuracy
• Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Binders
• Obtain information requested by the company underwriter
• Remarketing accounts as needed for renewals and book conversions
• Review company issued new policies for accuracy in rating, endorsements forms, discounts and coverages
• Work with accounting to invoice all premium bearing Agency bill transactions
• Handle telephone requests and written miscellaneous correspondence (ex: Client calls, Bank requests)
• Process cancellations requests
• Keep up to date on insurance forms and coverage changes through bulletins and circulars
• Process claims and follow up as needed based on workflow
• Assist Sales Advisors with follow-up forms (ex: EFT forms, billing corrections, etc.)
• Communicate any relevant/necessary information back to the Sales Advisors about their clients, such as large losses, changes in households, or cancellations)
• Service personal lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures
• Provide prompt, accurate, courteous service to customers, producers and company personnel
• Continue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc.)
• Additional duties as assigned

Qualifications & Experience

Education:

• Continued education or degree (from an accredited university) in Business or related field preferred – workplace experience will also be considered

Experience:

• Key partner with the Team Leader in communication, collaboration, training, new roll-outs, and execution of consistency throughout the department
• Go-to mentor for new staff, team members, and for line of business expertise who also lives core values, embraces change, and supports strategic initiatives
• Line of business champion who demonstrates best-in-class customer experience and continuous improvement mindset
• Ability to take on special projects and initiatives in addition to servicing book of business at high quality rate
• Minimum of five years of Customer Service experience preferred
• Minimum of 2 years of Personal Lines experience

Licenses & Certifications

• Property & Casualty license - preferred
• Obtained a CISR or CISR Elite designation(s) - preferred

Skills & Competencies

• Technical proficiency
• Communication and interpersonal skills
• Problem-solving and decision-making
• Organization and attention to detail
• Collaboration and teamwork

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

Required

2 years:

Customer Service Experience

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.