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Personal Lines Account Manager

Ansay & Associates

Personal Lines Account Manager

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 Appleton or 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 Ansay? Our culture creates a value-driven, innovative and fun environment in which our employees are valued and respected, and inspired to provide client support that has built a strong value and reputation in our communities. In addition to a robust benefits package, including health coverage and 401(k) matching, your professional development is supported with tuition reimbursements and on-site continued education. Involved in volunteering? So are we! Each of our team members enjoys 32 paid volunteering hours per year giving back to their communities.

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.

Vacancy posted 5 days ago
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