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Commercial Lines Assistant Account Manager

Job in Port Washington, Ozaukee County, Wisconsin, 53074, USA
Listing for: Ansay & Associates
Full Time position
Listed on 2026-02-05
Job specializations:
  • Administrative/Clerical
  • Insurance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
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.

Description

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.

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
Essential Responsibilities
  • 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.
Qualifications And Requirements
  • 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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