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Ansay & Associates · 4 months ago

Personal Lines Team Leader

Eau Claire, WI

Full-time

Onsite

Entry, Mid Level

2+ years exp

Ansay & Associates is a family-owned insurance agency dedicated to helping clients secure and protect their dreams. They are seeking a motivated Personal Lines Team Leader to oversee personal lines staff, implement agency systems, and drive process improvements while fostering new business opportunities.

Financial ServicesInsurance

Responsibilities

Direct supervision of personal lines staff in multiple offices

Implement agency systems, policies, and procedures throughout the team

Provide efficiencies through process improvement efforts by using technology and innovative solutions

Offer technical expertise to Personal Lines staff, including customer interactions, workflows, and in the EPIC computer system

Foster and lead new business opportunities into Personal Lines department, including cross-selling, up-selling, account rounding and through other strategic partnerships