Account Manager, Commercial Lines

Ansay & Associates•Town of Grand Chute, WI

About The Position

The Account Manager, Commercial Lines provides high-level support in obtaining, maintaining, expanding, and servicing commercial accounts. The role assists Producers with new commercial lines business, reviews policy and renewal materials for accuracy, prepares insurance documentation, and coordinates with underwriters, Accounting, customers, Producers, and company personnel. The Account Manager also processes cancellations and claims, keeps current on insurance forms and coverage changes, and services select commercial accounts to help prevent coverage gaps and reduce errors and omissions exposure. Ansay describes itself as a growing, employee-focused insurance agency with strong community roots. It emphasizes collaboration, continuous improvement, professional growth, customer service, and its core values of respect, integrity, accountability, passion, a positive “I Can Do” mentality, and excellence and professionalism.

Requirements

Bachelor’s degree from an accredited university in Business or a related field, or a combination of education and experience.
Licensed according to state requirements, or willing to obtain a license.
Hold an insurance designation such as CISR, CIC, or CRM, or be willing to obtain one.
Self-starter with creative and imaginative problem-solving skills and good verbal and written communication skills.
Detail-oriented, with solid listening skills.
Team player with a can-do attitude.

Nice To Haves

Minimum of two years of Commercial Lines experience (listed as preferred).
Thorough understanding of commercial lines insurance and products (listed as preferred).

Responsibilities

Provide positive, high-level support in obtaining, maintaining, expanding, and servicing commercial accounts.
Assist Producers with handling and processing new commercial lines business.
Review renewal requests, endorsements, and audits for accuracy.
Prepare Auto ID Cards, Evidence of Property, Summaries of Insurance, Certificates of Insurance, and Binders.
Obtain renewal information requested by company underwriters.
Prepare pre-renewal packets and maintain underwriting and marketing information by carrier.
Review company-issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverages.
Review ACORD applications for accuracy.
Work with Accounting to invoice all premium-bearing agency-bill transactions.
Handle telephone requests and written miscellaneous correspondence, such as bank requests.
Process cancellation requests.
Stay current on insurance forms and coverage changes through bulletins and circulars.
Process claims and follow up as needed.
Service select commercial lines accounts to help eliminate coverage gaps and reduce errors and omissions exposure.
Provide prompt, accurate, and courteous service to customers, Producers, and company personnel.
Develop talents and insurance knowledge in conjunction with The Ansay Way.