Senior Account Manager - Personal Lines
Ansay & Associates, Cedarburg, WI, United States
Overview
Port Washington, WI 53074, USA Responsibilities
Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assist department leadership with special projects and business needs in support of agency operations and growth (training, workflow improvements, communications, meetings/event coordination, documentation of best practices) Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/higher limits/specific coverage endorsements) Handle VIP client accounts by providing outstanding customer service and tailored experience Ensure proper documentation handling and detail-oriented workflow. Best practices are upheld and provide regular recommendations and feedback for improvements Serve as role model and mentor to account managers, and demonstrate core values and strong collaboration with account executives, producers, and team members Proactively handle pre-renewal calls (EXDT) and client touchpoints, and review company issued renewal policies for accuracy Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Binders Obtain information requested by the company underwriter Remarket accounts as needed for renewals and book conversions Review company issued new policies for accuracy in rating, endorsements, forms, discounts and coverages Work with accounting to invoice all premium bearing agency bill transactions Handle telephone requests and written miscellaneous correspondence (e.g., client calls, bank requests) Process cancellation requests Keep up to date on insurance forms and coverage changes through bulletins and circulars Process claims and follow up as needed based on workflow Assist Sales Advisors with follow-up forms (e.g., EFT forms, billing corrections, etc.) Communicate any relevant/necessary information back to the Sales Advisors about their clients, such as large losses, changes in households, or cancellations Service personal lines 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 Continue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc.) Additional duties as assigned Qualifications & Experience
Education: Continued education or degree (from an accredited university) in Business or related field preferred – workplace experience will also be considered Experience: Key partner with the Team Leader in communication, collaboration, training, new roll-outs, and execution of consistency throughout the department Go-to mentor for new staff, team members, and for line of business expertise who also lives core values, embraces change, and supports strategic initiatives Line of business champion who demonstrates best-in-class customer experience and continuous improvement mindset Ability to take on special projects and initiatives in addition to servicing book of business at high quality rate Minimum of five years of Customer Service experience preferred Licenses & Certifications
Property & Casualty license - preferred Obtained a CISR or CISR Elite designation(s) - preferred Technical proficiency Communication and interpersonal skills Problem-solving and decision-making Organization and attention to detail Collaboration and teamwork 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 Competitive compensation Medical, dental, and vision insurance 401(k) with company match Paid time off and paid holidays Professional development and designation support Qualifications
Experience
Required
2 years:
2 years: Customer Service Experience Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Port Washington, WI 53074, USA Responsibilities
Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assist department leadership with special projects and business needs in support of agency operations and growth (training, workflow improvements, communications, meetings/event coordination, documentation of best practices) Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/higher limits/specific coverage endorsements) Handle VIP client accounts by providing outstanding customer service and tailored experience Ensure proper documentation handling and detail-oriented workflow. Best practices are upheld and provide regular recommendations and feedback for improvements Serve as role model and mentor to account managers, and demonstrate core values and strong collaboration with account executives, producers, and team members Proactively handle pre-renewal calls (EXDT) and client touchpoints, and review company issued renewal policies for accuracy Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Binders Obtain information requested by the company underwriter Remarket accounts as needed for renewals and book conversions Review company issued new policies for accuracy in rating, endorsements, forms, discounts and coverages Work with accounting to invoice all premium bearing agency bill transactions Handle telephone requests and written miscellaneous correspondence (e.g., client calls, bank requests) Process cancellation requests Keep up to date on insurance forms and coverage changes through bulletins and circulars Process claims and follow up as needed based on workflow Assist Sales Advisors with follow-up forms (e.g., EFT forms, billing corrections, etc.) Communicate any relevant/necessary information back to the Sales Advisors about their clients, such as large losses, changes in households, or cancellations Service personal lines 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 Continue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc.) Additional duties as assigned Qualifications & Experience
Education: Continued education or degree (from an accredited university) in Business or related field preferred – workplace experience will also be considered Experience: Key partner with the Team Leader in communication, collaboration, training, new roll-outs, and execution of consistency throughout the department Go-to mentor for new staff, team members, and for line of business expertise who also lives core values, embraces change, and supports strategic initiatives Line of business champion who demonstrates best-in-class customer experience and continuous improvement mindset Ability to take on special projects and initiatives in addition to servicing book of business at high quality rate Minimum of five years of Customer Service experience preferred Licenses & Certifications
Property & Casualty license - preferred Obtained a CISR or CISR Elite designation(s) - preferred Technical proficiency Communication and interpersonal skills Problem-solving and decision-making Organization and attention to detail Collaboration and teamwork 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 Competitive compensation Medical, dental, and vision insurance 401(k) with company match Paid time off and paid holidays Professional development and designation support Qualifications
Experience
Required
2 years:
2 years: Customer Service Experience Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr