What are the responsibilities and job description for the Personal Lines Account Manager position at Ansay & Associates?
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 office.
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.
Essential functions of this position include, but are not limited to:
- Provide, with a positive attitude, a high level of customer support in obtaining, maintaining, expanding and servicing personal customer accounts.
- Effectively use the customer management system to provide effective communication and service.
- Create quotes for clients, using appropriate vendors for the need.
- Process telephone requests and written miscellaneous correspondence (ex: Client calls, Bank requests), cancellations requests, claims and follow up as needed
- Handle Pre-renewal calls to clients and review company issued Renewal policies for accuracy
- Collaborate with Sales Advisors to complete follow-up forms (ex: EFT forms, billing corrections, etc.)
- Send timely communication to inform advisors of any relevant/necessary information about their clients, such as large losses, changes in households, or cancellations
- Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Binders
- Obtain information requested by the company underwriter
- Remarket accounts as needed for renewals and book conversions
- Review policies for accuracy in rating, endorsement forms, discounts and coverages
- Round-up accounts for additional lines of coverage or policy limits (umbrellas/higher limits/specific coverage endorsements)
- Provide prompt, accurate, courteous service to customers, producers and company personnel
- Collaborate with accounting to invoice all premium bearing Agency bill transactions
- Eliminate gaps in coverage, thus reducing E&O exposures
- Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible
- Continue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc.)
- Keep up to date on insurance forms and coverage changes
Qualifications and Requirements:
- Two years of Customer Service experience
- Best in Class Customer Experience mindset
- Willing to obtain Property & Casualty license no more than three months after date of hire
- Impeccable, professional listening and communication skills
- Detailed oriented – Ability to learn all standard workflows and follow specific steps
- Ability to learn all technology platforms including EPIC, Outlook, Microsoft Teams, Zoom, Google Docs., Last Pass
