Administrative Skills, Career Development, Customer Relations, Customer Support/Service, Data Entry, Dental Insurance, Detail Oriented, Documentation, High School Diploma, Insurance, Insurance Documentation, Insurance Sales, Leadership, Licensing, Mail Processing, Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Reimbursement, Sales Management, Service Delivery, Spreadsheets, Team Player, Time Management, Vision Plan
Join Ansay & Associates
At Ansay & Associates, we don't just provide insurance-we build lasting relationships and deliver service that exceeds expectations. It's what we call The Ansay Way.
Our culture is grounded in values that guide everything we do:
- Respect - Compassionate and loyal
- Integrity - Honest and trustworthy
- Accountability - Own your actions and results
- Passion - Take pride in your work
- Positive "I Can Do" Mentality - Always improving
- Excellence & Professionalism - Striving for the best
If you're looking for a collaborative, growth-focused environment where your contributions matter, you'll fit right in.
Why Work for Ansay
- Supportive, team-oriented culture built on trust and respect
- Opportunities for professional growth, licensing, and certifications
- Leadership that invests in your development
- A stable, growing organization with strong community ties
- The ability to make a meaningful impact on clients and teammates
Benefits
- Competitive compensation
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Career development and continuing education support
- Licensing and certification reimbursement
- Wellness initiatives and employee support programs
Position Summary
The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role.
Essential Responsibilities
- Support Account Managers with daily service and administrative tasks
- Process basic Certificates of Insurance
- Submit simple policy changes and process endorsements
- Assist with limited customer service inquiries
- Perform data entry and maintain accurate records in the agency system
- Shadow team members to build knowledge and skills
- Complete scanning, documentation, and clean-up projects
- Review renewal spreadsheets and assist with documentation processing
- Manage incoming and outgoing mail and related materials
- Complete additional tasks and projects as assigned
- Primarily non-client-facing responsibilities while in training
- Learn and navigate the Agency Management System (AMS)
Qualifications
- High school diploma or GED
Skills
- Strong attention to detail and organizational skills
- Effective written and verbal communication
- Problem-solving mindset with a proactive approach
- Ability to manage multiple priorities in a fast-paced environment
- Team-oriented with a positive, "can-do" attitude
- Commitment to continuous learning and professional growth
Work Environment & Expectations
- Collaborative team environment
- Regular interaction with clients, carriers, and internal teams
- Ability to manage deadlines and service expectations
- Occasional variation in workload depending on renewal cycles