Account Manager, Commercial LinesAnsay & Associates

  • Not-remote
  • Total comp
    Expected total yearly pay with bonus and equity at target, including any base pay.
  • Salary
  • Fox Valley, WI

Job Summary

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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