Account Manager - Personal Lines at Ansay & Associates in Chippewa Falls, WI

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.

Responsibilities

• 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

Requirements

• Behaviors
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Motivations
• 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
• Personal Insurance

Skills

Required

• Client relations
• Business maintenance
• Value-added service
• Client relationship building

Preferred

• Detail Oriented
• Ability to Make an Impact

Benefits

• 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