Assistant Account Manager - Commercial Lines

Ansay & AssociatesChetek, WI
Onsite

About The Position

Join Ansay & Associates At Ansay & Associates, we don’t just provide insurance—we build lasting relationships and deliver service that exceeds expectations. It’s what we call The Ansay Way. Our culture is grounded in values that guide everything we do: Respect – Compassionate and loyal Integrity – Honest and trustworthy Accountability – Own your actions and results Passion – Take pride in your work Positive “I Can Do” Mentality – Always improving Excellence & Professionalism – Striving for the best If you’re looking for a collaborative, growth-focused environment where your contributions matter, you’ll fit right in. Why Work for Ansay Supportive, team-oriented culture built on trust and respect Opportunities for professional growth, licensing, and certifications Leadership that invests in your development A stable, growing organization with strong community ties The ability to make a meaningful impact on clients and teammates Benefits Competitive compensation Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Career development and continuing education support Licensing and certification reimbursement Wellness initiatives and employee support programs Position Summary The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role. Essential Responsibilities Support Account Managers with daily service and administrative tasks Process basic Certificates of Insurance Submit simple policy changes and process endorsements Assist with limited customer service inquiries Perform data entry and maintain accurate records in the agency system Shadow team members to build knowledge and skills Complete scanning, documentation, and clean-up projects Review renewal spreadsheets and assist with documentation processing Manage incoming and outgoing mail and related materials Complete additional tasks and projects as assigned Primarily non-client-facing responsibilities while in training Learn and navigate the Agency Management System (AMS) Qualifications High school diploma or GED Skills Strong attention to detail and organizational skills Effective written and verbal communication Problem-solving mindset with a proactive approach Ability to manage multiple priorities in a fast-paced environment Team-oriented with a positive, “can-do” attitude Commitment to continuous learning and professional growth Work Environment & Expectations Collaborative team environment Regular interaction with clients, carriers, and internal teams Ability to manage deadlines and service expectations Occasional variation in workload depending on renewal cycles

Requirements

  • High school diploma or GED
  • Strong attention to detail and organizational skills
  • Effective written and verbal communication
  • Problem-solving mindset with a proactive approach
  • Ability to manage multiple priorities in a fast-paced environment
  • Team-oriented with a positive, “can-do” attitude
  • Commitment to continuous learning and professional growth

Responsibilities

  • Support Account Managers with daily service and administrative tasks
  • Process basic Certificates of Insurance
  • Submit simple policy changes and process endorsements
  • Assist with limited customer service inquiries
  • Perform data entry and maintain accurate records in the agency system
  • Shadow team members to build knowledge and skills
  • Complete scanning, documentation, and clean-up projects
  • Review renewal spreadsheets and assist with documentation processing
  • Manage incoming and outgoing mail and related materials
  • Complete additional tasks and projects as assigned
  • Primarily non-client-facing responsibilities while in training
  • Learn and navigate the Agency Management System (AMS)

Benefits

  • Competitive compensation
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Career development and continuing education support
  • Licensing and certification reimbursement
  • Wellness initiatives and employee support programs
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