Personal Lines Assistant Account Manager

Ansay & Associates - Manitowoc, WI

Full-time - Entry Level

Manitowoc, WI

Insurance Carriers and Related Activities

About the position

The Assistant Account Manager position at Ansay is designed for an organized and motivated individual who excels in communication and attention to detail. This role focuses on maintaining strong client relationships and providing value-added services to protect individuals. The position offers opportunities for professional development within a collaborative team environment, emphasizing the importance of client support and community involvement.

Responsibilities

• 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 to eliminate gaps in coverage, thus reducing E&O exposures.
• Sorting mail, taking messages, greeting clients, managing records, filing, copying, scanning, ordering supplies, and overseeing supply inventory.
• Processing incoming and outgoing mail - manual and electronic versions, including UPS & FedEx.
• Calling in postage meter and processing accounting mail and incoming bills for UPS and FedEx accounts.
• Performing other administrative duties as deemed necessary, such as backing up other employees when out of the office.

Requirements

• 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.

Benefits

• Health coverage
• 401(k) matching
• Tuition reimbursements
• On-site continued education
• 32 paid volunteering hours per year