Responsibilities include, but may not be limited to:
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.
Service commercial line select 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 and Requirements
Bachelors degree (from accredited university) in Business or related field or a combination of education and experience.
Minimum of two years Commercial Lines experience- Preferred
Thorough understanding of commercial lines insurance and products- Preferred
Licensed per state requirements - or willing to obtain
Have on designation (i.e. CISR, CIC, CRM) – or be willing to obtain
Self-starter, think outside the box, imaginative and creative with good communication skills both verbal and written
Detail oriented and solid listening skills
Team Player with a Can Do Attitude
Why Work for Ansay?
Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.
At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations- It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities
Benefits & Perks
Competitive compensation
Medical, dental, and vision insurance
401(k) with company match
Paid time off and paid holidays
Professional development and designation support
Career growth opportunities
Numbers & Facts
Location
Fox Valley, Wisconsin
Skills
Accountingunmatched
Claims Processingunmatched
Communication Skillsunmatched
Continuous Improvementunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Insuranceunmatched
Insurance Documentationunmatched
Insurance Salesunmatched
Marketingunmatched
Presentation/Verbal Skillsunmatched
Property Insuranceunmatched
Sales Managementunmatched
Team Playerunmatched
Typingunmatched
Underwritingunmatched
Vision Planunmatched
Writing Skillsunmatched
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