Commercial Lines Assistant Account Manager
Job in
Port Washington, Ozaukee County, Wisconsin, 53074, USA
Listed on 2026-02-05
Listing for:
Ansay & Associates
Full Time
position Listed on 2026-02-05
Job specializations:
-
Administrative/Clerical
-
Insurance
Job Description & How to Apply Below
Why Ansay? Our culture creates a value-driven, innovative, fun environment in which our employees are valued and respected. We are inspired to provide client support that has built a strong reputation in our communities.
DescriptionWhy Ansay? Our culture creates a value-driven, innovative, fun environment in which our employees are valued and respected. We are inspired to provide client support that has built a strong reputation in our communities.
We Offer- A robust benefits package, including health coverage and 401(k) matching
- Professional development supported with tuition reimbursements and on-site continued education
- 24 paid volunteering hours per year to give back to your community
- A supportive, team-oriented atmosphere with opportunities for growth
- Client Support & Relationship Management
- Review company-issued new and renewal policies for accuracy in rating, endorsement forms, and coverage.
- Assist clients with loss claims and follow up as needed based on workflow.
- Make pre-renewal calls to clients and provide client education as needed.
- Obtain information requested by the insurance carrier underwriter.
- Prepare Auto , Evidence of Property, Summary of Insurance, and Binders.
- Service commercial lines accounts to eliminate gaps in coverage and reduce E&O exposures.
- Account Manager Support
- Assist Account Managers with various tasks to deliver excellent customer service to clients.
- Input data into Epic (Agency Management System).
- Observe and learn from team members to enhance skills.
- Organize and execute scanning and clean-up projects as directed.
- Manage printing tasks and process incoming and outgoing department mail.
- Execute additional tasks assigned by managers.
- High School diploma or GED equivalent
- Customer-first mindset and willingness to learn
- Self-starter with strong initiative and a continuous improvement mindset
- Strong collaboration and relationship-building skills with excellent written and verbal communication
- Detail-oriented with strong listening skills
- Team player with a "can-do" attitude
✨ Join Ansay & Associates and become part of a team where your skills and passion make a real difference! This is a full-time position and can be located out of any of our offices.
To learn more about Ansay & Associates, check us out at the link below:
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