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 as well as 2 years in insurance with 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 New Richmond, WI 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:
- Greeting clients that come in to the office
- 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
To learn more about Ansay & Associates, check us out at the link below.
https://www.youtube.com/watch?v=jZsPM4Hf0nE
