Account Manager - Commercial Lines - Green Bay, WI
- Employer
- Ansay & Associates
- Location
- Green Bay, Wisconsin (US)
- Salary
- Compensation based on experience
- Posted
- Sep 05, 2017
- Closes
- Nov 04, 2017
- Ref
- Ansay & Associates, LLC
- Category
- Broker / Agent, Customer Service, Sales
- Job Type
- Full Time
- Career Level
- Entry Level
Ansay & Associates, LLC is a family owned, independent insurance agency founded in 1946. Recently named one of the Fastest Growing Firms by the Business Journal and a Great Place to Work - we are excited to be searching for a dynamic Account Manager - Commercial Lines to join our Green Bay office!
Essential Functions:
- Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
- Provide assistance to Producers in handling and processing new commercial lines business.
- Review renewal requests, endorsements and audits for accuracy.
- Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders.
- Obtain Renewal information requested by the company underwriter.
- Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier.
- Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages.
- Review all Accord applications for accuracy.
- Work with accounting to invoice all premium bearing Agency bill transactions
- Handle telephone requests and written miscellaneous correspondence (ex: Bank requests).
- Process cancellations requests.
- Keep up to date on insurance forms and coverage changes through bulletins and circulars.
- Process claims and follows up as needed on larger claims.
- Service commercial line accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
- Provide prompt, accurate, courteous service to customers, producers and company personnel.
- Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible.
Qualifications:
- Bachelor's degree (from an accredited university) in Business or related field
- Positive “can-do” attitude, possess a passion for insurance, and be a self-starter who regularly demonstrates initiative
- Related experience includes previous outside sales experience preferably in the insurance industry
- Property & Casualty license
- Effective oral and written communication skills
- Advanced technology skills including all Microsoft Office products, LinkedIn, Facebook and other relationship/lead building mediums
- Team Player who collaborates between departments and works with service/support staff