What are the responsibilities and job description for the Assistant Account Manager - Commercial Lines & Employee Benefits position at Ansay & Associates?
Why Ansay?
Our culture creates a value-driven, innovative, fun environment in which our employees are valued and respected. We are inspired to provide client support that has built a strong reputation in our communities.
We offer:
✅ A robust benefits package, including health coverage and 401(k) matching
✅ Professional development supported with tuition reimbursements and on-site continued education
✅ 32 paid volunteering hours per year to give back to your community
✅ A supportive, team-oriented atmosphere with opportunities for growth
Essential Responsibilities
- Client Support & Relationship Management:
- Review company-issued new and renewal policies for accuracy in rating, endorsement forms, and coverage.
- Assist clients with loss claims and follow up as needed based on workflow.
- Make pre-renewal calls to clients and provide client education as needed.
- Obtain information requested by the insurance carrier underwriter.
- Prepare Auto ID cards, Evidence of Property, Summary of Insurance, and Binders.
- Service personal lines accounts to eliminate gaps in coverage and reduce E&O exposures.
- Account Manager Support:
- Assist Account Managers with various tasks to deliver excellent customer service to clients.
- Input data into Epic (Agency Management System).
- Observe and learn from team members to enhance skills.
- Organize and execute scanning and clean-up projects as directed.
- Manage printing tasks and process incoming and outgoing department mail.
- Execute additional tasks assigned by managers.
- Client-Facing Support:
- Create and distribute Mployer reports as requested.
- Update compliance calendars for clients.
- Develop and design PowerPoint presentations for clients.
- Medicare/Individual Account Assistance:
- Support Medicare/Individual account executives as required.
- Operational Support:
- Support the Employee Benefits (EB) Operations team with clean-up projects as needed.
Qualifications and Requirements
- High School diploma or GED equivalent
- Customer-first mindset and willingness to learn
- Self-starter with strong initiative and a continuous improvement mindset
- Strong collaboration and relationship-building skills with excellent written and verbal communication
- Detail-oriented with strong listening skills
- Team player with a "can-do" attitude
✨ Join Ansay & Associates and become part of a team where your skills and passion make a real difference! This is a full-time position and can be located out of any of our offices.
To learn more about Ansay & Associates, check us out at the link below:
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