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Ansay & Associates · 1 month ago

Assistant Account Manager - Commercial Lines

Green Bay, WI

Full-time

Onsite

New Grad, Entry Level

Ansay & Associates is a company that values innovation and a supportive work environment. They are seeking an Assistant Account Manager to provide client support, manage relationships, and assist Account Managers in delivering excellent customer service.

Financial ServicesInsurance

Responsibilities

Review company-issued new and renewal policies for accuracy in rating, endorsement forms, and coverage

Assist clients with loss claims and follow up as needed based on workflow

Make pre-renewal calls to clients and provide client education as needed

Obtain information requested by the insurance carrier underwriter

Prepare Auto ID cards, Evidence of Property, Summary of Insurance, and Binders

Service commercial lines accounts to eliminate gaps in coverage and reduce E&O exposures

Assist Account Managers with various tasks to deliver excellent customer service to clients

Input data into Epic (Agency Management System)

Observe and learn from team members to enhance skills

Organize and execute scanning and clean-up projects as directed

Manage printing tasks and process incoming and outgoing department mail

Execute additional tasks assigned by managers

Qualification

Customer serviceRelationship managementCollaborationListening skillsContinuous improvementWritten communicationVerbal communicationDetail-orientedTeam playerSelf-starter