Account Manager - Personal Lines

Ansay & Associates; Oshkosh (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

401(k) with company match

Paid time off

Professional development

Job summary

Ansay & Associates is seeking a motivated Account Manager in Oshkosh, WI with at least two years of experience in client relations or a related position. The role focuses on maintaining business relationships and delivering value-added services that protect individuals while building lasting client connections.

Core duties include reviewing policies for accuracy, assisting with loss claims, educating clients, and coordinating with underwriters.

Qualifications

• Two years of experience in client relations or a related role.
• Ability to maintain business and provide value-added services that protect individuals and build relationships.
• Based in Oshkosh, WI with an office presence.

Responsibilities

• Review new and renewal policies for accuracy in rating, typing, endorsements, and coverage.
• Assist clients with loss claims and follow up based on workflow.
• Make pre-renewal calls to clients and provide client education as needed.
• Obtain information requested by the insurer underwriter.
• Prepare Auto ID cards, Evidence of Property, Summary of Insurance, and Binders.
• Service personal lines accounts to minimize gaps in coverage and E&O exposure.

Skills

Client relations

Customer support

Insurance knowledge

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 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

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Ability to Make an Impact

Inspired to perform well by the ability to contribute to the success of a project or the organization

Experience

• Client Relations/ Client Support (2 years)
• Personal Insurance (2 years)

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.