Ansay & Associates · 16 hours ago
Insurance Team Lead
Eau Claire, WI
Full-time
Onsite
Mid, Senior Level
$60K/yr - $60K/yr
5+ years expAnsay & Associates is a family-owned insurance agency dedicated to helping clients secure their version of the American Dream. The Personal Lines Team Lead is responsible for overseeing the daily operations of the personal lines service team, ensuring exceptional client service and mentoring team members to achieve performance goals.
Financial ServicesInsurance
Responsibilities
Supervise and support personal lines account managers and service staff in multiple offices, ensuring efficient workflow and high-quality service
Act as a point of escalation for client concerns, complex coverage questions, and carrier communications
Monitor workload distribution, productivity, and service standards, adjusting assignments as needed to meet deadlines and client expectations
Provide training, coaching, and ongoing development to team members to enhance performance and knowledge
Conduct regular team meetings to communicate updates, reinforce best practices, and foster collaboration
Partner with management to develop and implement process improvements that increase efficiency and client satisfaction by using technology and innovative solutions
Offer technical expertise to Personal Lines staff, including customer interactions, workflows and in our CMS
Track team performance metrics, identify areas for improvement, and provide feedback to staff and leadership
Ensure compliance with all regulatory requirements, carrier guidelines, and company procedures
Implement agency systems, policies, and procedures
Foster and lead new business opportunities into the Personal Lines department, including cross-selling, up-selling, account rounding and through other strategic partnerships
Assist with interviewing and evaluating team members as needed
Qualification
Required
5+ years of experience in personal lines insurance, with strong knowledge of coverages, carriers, and processes
Active Property & Casualty license required
Strong organizational skills with the ability to manage multiple priorities
Excellent interpersonal, communication, and problem-solving skills
Proficiency in agency management systems and Microsoft Office Suite
High attention to detail and commitment to accuracy
Preferred
Previous experience mentoring or leading a team preferred
Benefits
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Ansay & Associates
Ansay and Associates is Wisconsin’s premier independent insurance agency with offices located all over Wisconsin.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$10.5M2019-10-01Series Unknown· $10.5M
Leadership Team
Mike Ansay
Chairman & CEO
Angela Sikowski
Chief Financial Officer
Recent News
2025-10-15
vcnewsdaily.com
2025-10-14
2025-10-13
Company data provided by crunchbase