Account Manager - Personal Lines

Socket.dev; Chippewa Falls (WI); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

401(k) with company match

Paid time off and paid holidays

Professional development and furthered

Job summary

Ansay & Associates in Oshkosh is seeking a motivated Account Manager with at least two years of client relations experience to maintain and grow lasting client relationships.

You will review policy details for accuracy, assist clients with loss claims, make pre-renewal calls, educate clients, and gather information for underwriters, in a collaborative, growth-focused environment.

Competitive benefits and professional development opportunities are offered.

Qualifications

• Minimum two years of experience in client relations or a related role.
• Experience reviewing policies for accuracy and servicing personal lines.

Responsibilities

• Review company-issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage
• Assisting clients with loss claims and following up as needed based on workflow
• Making pre-renewal calls to clients, and providing client education as needed
• Obtaining information requested by the insurance carrier underwriter
• Preparing Auto ID cards, Evidence of Property, Summary of Insurance, and Binders
• Servicing personal lines accounts in a manner to eliminate gaps in coverage, thus reducing E&O exposures

Skills

Client relations

Account management

Job description

This opportunity is for a motivated individual with at least two years of experience within a client relations or related position, the proven ability to maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships. Our collaborative team environment and innovative resources provide the opportunities for Account Managers to build lasting client relationships and develop professionally. This opportunity is based in our Oshkosh office.

Essential functions of this position include, but are not limited to:

• Reviewing company issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage
• Assisting clients with loss claims and following up as needed based on workflow
• Making pre-renewal calls to clients, and providing client education as needed
• Obtaining information requested by the insurance carrier underwriter
• Preparing Auto ID cards, Evidence of Property, Summary of Insurance, and Binders
• Servicing personal lines accounts in a manner to eliminate gaps in coverage, thus reducing E&O exposures

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’sthe Ansay Way! As such the following core values guide our behaviors:Respect–Compassionate and LoyalIntegrity–Honesty and TrustworthyAccountability–Responsible for Actions & ResultsPassion–Unfailing Dedication & Pride In WorkPositive \"I Can Do\" Mentality–Constant, Never-Ending ImprovementExcellence / 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