Personal Lines Account Manager
Ansay & Associates•Madison, WI
•Onsite
About The Position
This opportunity is for a motivated individual with at least two years of experience within a client relations or related position, the proven ability to maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships. Our collaborative team environment and innovative resources provide the opportunities for Account Managers to build lasting client relationships and develop professionally. This opportunity is based in our Appleton or Oshkosh office.
Requirements
- At least two years of experience within a client relations or related position
- Proven ability to maintain business
- Loyalty to provide value-added services that protect individuals and build strong client relationships
Responsibilities
- Reviewing company issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage
- Assisting clients with loss claims and following up as needed based on workflow
- Making pre-renewal calls to clients, and providing client education as needed
- Obtaining information requested by the insurance carrier underwriter
- Preparing Auto ID cards, Evidence of Property, Summary of Insurance, and Binders
- Servicing personal lines accounts in a manner to eliminate gaps in coverage, thus reducing E&O exposures
Benefits
- Health coverage
- 401(k) matching
- Tuition reimbursements
- On-site continued education
- 32 paid volunteering hours per year
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
