Senior Account Manager - Personal Lines

Essential Duties & Responsibilities

• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience


• Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices) 


• Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency  


• Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements) 


• Handles VIP client accounts by providing outstanding customer service and tailored experience 


• Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides regular recommendations and feedback for improvements  


• Serves as role model and mentor to account managers, and demonstrates core values and strong collaboration with account executives, producers, and team members  


• Proactively handle Pre-renewal calls (EXDT) and client touchpoints, and review company issued Renewal policies for accuracy 


• Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Binders 


• Obtain information requested by the company underwriter 


• Remarketing accounts as needed for renewals and book conversions 


• Review company issued new policies for accuracy in rating, endorsements forms, discounts and coverages 


• Work with accounting to invoice all premium bearing Agency bill transactions 


• Handle telephone requests and written miscellaneous correspondence (ex: Client calls, Bank requests) 


• Process cancellations requests 


• Keep up to date on insurance forms and coverage changes through bulletins and circulars 


• Process claims and follow up as needed based on workflow 


• Assist Sales Advisors with follow-up forms (ex: EFT forms, billing corrections, etc.) 


• Communicate any relevant/necessary information back to the Sales Advisors about their clients, such as large losses, changes in households, or cancellations) 


• Service personal lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures 


• Provide prompt, accurate, courteous service to customers, producers and company personnel 


• Continue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc. 


• Additional duties as assigned

Qualifications & Experience

Education:

• Continued education or degree (from an accredited university) in Business or related field preferred – workplace experience will also be considered 

Experience:

• Key partner with the Team Leader in communication, collaboration, training, new roll-outs, and execution of consistency throughout the department 


• Go-to mentor for new staff, team members, and for line of business expertise who also lives core values, embraces change, and supports strategic initiatives 


• Line of business champion who demonstrates best-in-class customer experience and continuous improvement mindset  


• Ability to take on special projects and initiatives in addition to servicing book of business at high quality rate  


• Minimum of five years of Customer Service experience preferred

Licenses & Certifications

• Property & Casualty license  - preferred


• Obtained a CISR or CISR Elite designation(s)  - preferred

Skills & Competencies

• Technical proficiency


• Communication and interpersonal skills


• Problem-solving and decision-making


• Organization and attention to detail


• Collaboration and teamwork

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’s the 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 

Benefits & Perks

• 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