What are the responsibilities and job description for the Personal Lines Assistant Account Manager position at Ansay & Associates?
Job Details
Description
This opportunity is for an organized and motivated individual with excellent communication skills, great attention to detail, 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 Assistant Account Managers to build lasting client relationships and develop professionally.
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 the position include, but are not limited to:
Description
This opportunity is for an organized and motivated individual with excellent communication skills, great attention to detail, 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 Assistant Account Managers to build lasting client relationships and develop professionally.
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 the 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
- Sorting mail, taking messages, greeting clients, manage records, filing, copying, scanning, ordering supplies, overseeing supply inventory.
- Process incoming and outgoing mail - manual and electronic versions, including UPS & FedEx. Call in postage meter
- Process accounting mail and incoming bills for UPS and FedEx accounts
- Perform other administrative duties as deemed necessary (e.g. back-up other employees when out of the office).
- Associates degree desired and/or equivalent work experience
- 2 years experience in providing administrative/office support
- Strong business acumen with a thorough and detailed approach
- Possess an extreme attention to detail, independent judgement along with keen decision-making skills
- Punctual and dependable
