Assistant Account Manager - Commercial Lines

Ansay & Associates

  • Fox Valley, WI
  • 6 days ago

    Highlights

    This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role. The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team.

    Numbers & Facts

    LocationFox Valley, WI

    Description

    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

    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

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