Account Manager, Commercial Lines

Ansay & Associates

  • Fox Valley, WI
  • 6 days ago

    Highlights

    As such the following core values guide our behaviors: Respect- Compassionate and Loyal Integrity- Honesty and Trustworthy, Accountability- Responsible for Actions & Results, Passion- Unfailing Dedication & Pride In Work, Positive "I Can Do" Mentality- Constant, Never-Ending Improvement, Excellence / Professionalism- High Expectations & Pursuit of Opportunities to further our Capabilities. Responsibilities include, but may not be limited to: Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.

    Numbers & Facts

    LocationFox Valley, WI

    Description

    Responsibilities include, but may not be limited to:

    • Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
    • Provide assistance to Producers in handling and processing new commercial lines business.
    • Review renewal requests, endorsements and audits for accuracy.
    • Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders.
    • Obtain Renewal information requested by the company underwriter.
    • Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier.
    • Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages.
    • Review all Accord applications for accuracy.
    • Work with Accounting to invoice all premium bearing Agency bill transactions
    • Handle telephone requests and written miscellaneous correspondence (ex: Bank requests).
    • Process cancellations requests.
    • Keep up to date on insurance forms and coverage changes through bulletins and circulars.
    • Process claims and follows up as needed.
    • Service commercial line select accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
    • Provide prompt, accurate, courteous service to customers, producers and company personnel.
    • Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible.

    Qualifications and Requirements

    • Bachelors degree (from accredited university) in Business or related field or a combination of education and experience.
    • Minimum of two years Commercial Lines experience- Preferred
    • Thorough understanding of commercial lines insurance and products- Preferred
    • Licensed per state requirements - or willing to obtain
    • Have on designation (i.e. CISR, CIC, CRM) - or be willing to obtain
    • Self-starter, think outside the box, imaginative and creative with good communication skills both verbal and written
    • Detail oriented and solid listening skills
    • Team Player with a Can Do Attitude

    Why Work for Ansay?

    Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.

    At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations- It's the Ansay Way! As such the following core values guide our behaviors: Respect- Compassionate and Loyal Integrity- Honesty and Trustworthy, Accountability- Responsible for Actions & Results, Passion- Unfailing Dedication & Pride In Work, Positive "I Can Do" Mentality- Constant, Never-Ending Improvement, Excellence / Professionalism- High Expectations & Pursuit of Opportunities to further our Capabilities

    Benefits & Perks

    • Competitive compensation
    • Medical, dental, and vision insurance
    • 401(k) with company match
    • Paid time off and paid holidays
    • Professional development and designation support
    • Career growth opportunities

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