Assistant Account Manager - Commercial Lines
Ansay & Associates•Chippewa Falls, WI
•Onsite
About The Position
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.
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
