Commercial Lines Account Manager - Client Growth & Service

Ansay & Associates; Wisconsin; On-site; USD 55,000 - 75,000; 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 designa-#

Job summary

Ansay & Associates in Wisconsin is seeking an experienced insurance professional to support commercial accounts and assist Producers with new and renewal business. You will review requests, prepare insurance documents, and maintain carrier information to ensure accurate policies.

Ideal candidates have a business degree, Commercial Lines experience, and state licenses or willingness to obtain. Strong communication, detail orientation, and teamwork are essential for success.

Qualifications

• Bachelor's degree in Business or related field.
• Minimum of two years Commercial Lines experience.
• Thorough understanding of commercial lines insurance and products.
• Licensed per state requirements or willing to obtain.
• Have designation (e.g. CISR, CIC, CRM) – or willing to obtain
• Self-starter with strong communication skills (verbal and written).
• Detail oriented with solid listening skills.
• Team player with a Can Do attitude.

Responsibilities

• Provide high level support in obtaining, maintaining, expanding and servicing commercial accounts.
• Assist Producers in handling and processing new commercial lines business.
• Review renewal requests, endorsements and audits for accuracy.
• Prepare Auto ID Cards, Evidence of Property, Summary of Insurance and Certificates of Insurance.
• Obtain renewal information requested by the underwriter.
• Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier.
• Review company issued New and Renewal policies for accuracy in rating, endorsements and coverages.
• Review all Accord applications for accuracy.

Skills

Self-starter

Detail oriented

Team player

Communication skills

Education

Bachelor's degree in Business

Job description

Ansay & Associates in Wisconsin is seeking an experienced insurance professional to support commercial accounts and assist Producers with new and renewal business. You will review requests, prepare insurance documents, and maintain carrier information to ensure accurate policies.

Ideal candidates have a business degree, Commercial Lines experience, and state licenses or willingness to obtain. Strong communication, detail orientation, and teamwork are essential for success.