Assistant Account Manager - Personal Lines

Ansay & Associates, LLC; Madison (WI); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental & vision insurance

401(k) with company match

Paid time off & holidays

Professional development & designation

Job summary

Ansay & Associates, LLC is seeking an organized and motivated Assistant Account Manager in Personal Lines. The role emphasizes accurate policy review, client communication, and proactive support within a collaborative team.

The candidate should have at least two years in client relations or similar roles, strong attention to detail, and a commitment to providing value-added services that protect individuals and strengthen client relationships.

Qualifications

• 2+ years in administrative/office support roles
• Strong communication and customer service skills
• Attention to detail and dependable behavior

Responsibilities

• Review company-issued new and renewal policies for accuracy in rating, typing, and endorsements
• Assist clients with loss claims and follow up as needed per workflow
• Make pre-renewal calls to clients and educate them as needed
• Obtain information requested by the insurance carrier underwriter
• Prepare Auto ID cards, Evidence of Property, Summary of Insurance, and Binders

Skills

Excellent communication

Detail-oriented

Client relations

Organized

Education

Associates degree

Equivalent work experience

Job description

Assistant Account Manager - Personal Lines

This opportunity is for an organized and motivated individual with excellent communication skills, great attention to detail, 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 Assistant Account Managers to build lasting client relationships and develop professionally.

Essential functions of the 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

Qualifications:

• Associates degree desired and/or equivalent work experience
• 2+ years experience in providing administrative/office support
• Strong business acumen with a thorough and detailed approach
• Possess an extreme attention to detail, independent judgement along with keen decision-making skills
• Punctual and dependable

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
• Career growth opportunities

Team Player

Works well as a member of a group

Detail Oriented

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

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.