Assistant Account Manager - Commercial Lines

Ansay & Associates; De Pere (WI); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Job summary

Ansay & Associates seeks an Assistant Account Manager for an entry-level, training-focused role within the Commercial Lines team. The position offers hands-on experience, development opportunities, and a path toward an Account Manager or Internal Service Center role.

Primary responsibilities include supporting Account Managers, processing basic certificates of insurance, policy changes, endorsements, and routine customer inquiries while gaining exposure to the agency management system and daily

Qualifications

• High school diploma or GED.
• Demonstrates strong attention to detail and organization.
• Effective written and verbal communication skills.
• Problem solving mindset with a proactive approach.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support Account Managers with daily service and administrative tasks.
• Process basic Certificates of Insurance and endorsements.
• Submit simple policy changes and assist with documentation processing.
• Assist with limited customer service inquiries and data entry.
• Learn and navigate the Agency Management System (AMS).
• Shadow team members to build knowledge and skills.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Problem solving

Multitasking

Team-oriented

Education

High school diploma or GED

Tools

Agency Management System (AMS)

Job description

Position Summary

The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role.

• Support Account Managers with daily service and administrative tasks
• Process basic Certificates of Insurance
• Submit simple policy changes and process endorsements
• Assist with limited customer service inquiries
• Perform data entry and maintain accurate records in the agency system
• Shadow team members to build knowledge and skills
• Complete scanning, documentation, and clean-up projects
• Review renewal spreadsheets and assist with documentation processing
• Manage incoming and outgoing mail and related materials
• Complete additional tasks and projects as assigned
• Primarily non-client-facing responsibilities while in training
• Learn and navigate the Agency Management System (AMS)

Job Details

Description

The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role.

Essential Responsibilities

• Support Account Managers with daily service and administrative tasks
• Process basic Certificates of Insurance
• Submit simple policy changes and process endorsements
• Assist with limited customer service inquiries
• Perform data entry and maintain accurate records in the agency system
• Shadow team members to build knowledge and skills
• Complete scanning, documentation, and clean-up projects
• Review renewal spreadsheets and assist with documentation processing
• Manage incoming and outgoing mail and related materials
• Complete additional tasks and projects as assigned
• Primarily non-client-facing responsibilities while in training
• Learn and navigate the Agency Management System (AMS)

Qualifications

• High school diploma or GED

Skills

• Strong attention to detail and organizational skills
• Effective written and verbal communication
• Problem solving mindset with a proactive approach
• Ability to manage multiple priorities in a fast-paced environment
• Team-oriented with a positive, "can-do" attitude
• Commitment to continuous learning and professional growth

Work Environment & Expectations

• Collaborative team environment
• Regular interaction with clients, carriers, and internal teams
• Ability to manage deadlines and service expectations
• Occasional variation in workload depending on renewal cycles

Join Ansay & Associates

At Ansay & Associates, we don't just provide insurance-we build lasting relationships and deliver service that exceeds expectations. It’s what we call The Ansay Way.

Our culture is grounded in values that guide everything we do:

• Respect - Compassionate and loyal
• Integrity - Honest and trustworthy
• Accountability - Own your actions and results
• Passion - Take pride in your work
• Positive "I Can Do" Mentality - Always improving
• Excellence & Professionalism - Striving for the best

If you're looking for a collaborative, growth-focused environment where your contributions matter, you'll fit right in.

Why Work for Ansay

• Supportive, team-oriented culture built on trust and respect
• Opportunities for professional growth, licensing, and certifications
• Leadership that invests in your development
• A stable, growing organization with strong community ties
• The ability to make a meaningful impact on clients and teammates

Benefits

• Competitive compensation
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Career development and continuing education support
• Licensing and certification reimbursement
• Wellness initiatives and employee support programs