Demo

Personal Lines Assistant Account Manager

Ansay & Associates
Green, WI Full Time
POSTED ON 1/11/2025 CLOSED ON 2/1/2025

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:

  • 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).

Qualifications

  • 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
Personal Lines Account Manager Assistant
Marsh & McLennan Companies, Inc. -
Vero Beach, FL
Assistant Account Manager, Personal Lines
Conner Insurance Inc -
Indianapolis, IN
Personal Lines Assistant Account Manager
Starkweather & Shepley Insurance Brokerage Inc. -
Vineyard Haven, MA

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Personal Lines Assistant Account Manager?

Sign up to receive alerts about other jobs on the Personal Lines Assistant Account Manager career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$49,359 - $62,131
Income Estimation: 
$59,158 - $74,794
Income Estimation: 
$68,734 - $85,597
Income Estimation: 
$67,182 - $95,497
Income Estimation: 
$85,464 - $107,127
Income Estimation: 
$125,305 - $173,168
Income Estimation: 
$49,359 - $62,131
Income Estimation: 
$59,158 - $74,794
Income Estimation: 
$46,619 - $58,095
Income Estimation: 
$46,660 - $59,490
Income Estimation: 
$46,698 - $56,511
Income Estimation: 
$53,091 - $66,145
Income Estimation: 
$125,305 - $173,168
Income Estimation: 
$59,030 - $72,438
Income Estimation: 
$67,182 - $95,497
Income Estimation: 
$68,734 - $85,597
Income Estimation: 
$77,209 - $106,382
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Ansay & Associates

Ansay & Associates
Hired Organization Address Valley, WI Full Time
This opportunity is for a motivated individual with at least two years of experience within a client relations or relate...
Ansay & Associates
Hired Organization Address Port Washington, WI Part Time
The Ansay Internship Program provides hands-on, industry and career-specific experience throughout the summer months and...
Ansay & Associates
Hired Organization Address Port Washington, WI Full Time
Job Description Summary Under the direction of the Commercial Lines Team Leader, the Commercial Lines Account Manager - ...
Ansay & Associates
Hired Organization Address Port Washington, WI Full Time
We are seeking a motivated individual with at least two years of experience within commercial account management, the pr...

Not the job you're looking for? Here are some other Personal Lines Assistant Account Manager jobs in the Green, WI area that may be a better fit.

Assistant Account Manager, Personal Lines

Heffernan Insurance Brokers, Petaluma, CA

Personal Lines Assistant Account Manager

Ansay & Associates, Oshkosh, WI

AI Assistant is available now!

Feel free to start your new journey!