JobsAccount ManagerUnited StatesAccount Manager, Commercial Lines
Ansay & Associates
Posted 3 days ago
Account Manager, Commercial Lines
Ansay & Associates · Town of Grand Chute, Wisconsin, United States
In short
The Account Manager provides high-level support in servicing commercial accounts, including processing new business, renewals, and endorsements. They also handle customer correspondence, manage claims, and ensure accuracy in policy ratings and documentation.
What they're looking for
MUST-HAVE SKILLS
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Candidates should hold a bachelor's degree in business or a related field and possess at least two years of commercial lines insurance experience. Professional insurance designations such as CISR, CIC, or CRM are preferred, along with active state licensing.
About Ansay & Associates
WEBSITE
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Questions about this role
- Is this Ansay & Associates role remote?
- Tagged on site.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 2-5 years.
The posting, in full
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.
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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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