Essential Duties & Responsibilities
- Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience
- Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)
- Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency
- Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)
- Handles VIP client accounts by providing outstanding customer service and tailored experience
- Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides regular recommendations and feedback for improvements
- Serves as role model and mentor to account managers, and demonstrates core values and strong collaboration with account executives, producers, and team members
- Proactively handle Pre-renewal calls (EXDT) and client touchpoints, and review company issued Renewal policies for accuracy
- Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Binders
- Obtain information requested by the company underwriter
- Remarketing accounts as needed for renewals and book conversions
- Review company issued new policies for accuracy in rating, endorsements forms, discounts and coverages
- Work with accounting to invoice all premium bearing Agency bill transactions
- Handle telephone requests and written miscellaneous correspondence (ex: Client calls, Bank requests)
- Process cancellations requests
- Keep up to date on insurance forms and coverage changes through bulletins and circulars
- Process claims and follow up as needed based on workflow
- Assist Sales Advisors with follow-up forms (ex: EFT forms, billing corrections, etc.)
- Communicate any relevant/necessary information back to the Sales Advisors about their clients, such as large losses, changes in households, or cancellations)
- Service personal lines 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
- Continue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc.
- Additional duties as assigned
Qualifications & Experience
Education:
- Continued education or degree (from an accredited university) in Business or related field preferred - workplace experience will also be considered
Experience:
- Key partner with the Team Leader in communication, collaboration, training, new roll-outs, and execution of consistency throughout the department
- Go-to mentor for new staff, team members, and for line of business expertise who also lives core values, embraces change, and supports strategic initiatives
- Line of business champion who demonstrates best-in-class customer experience and continuous improvement mindset
- Ability to take on special projects and initiatives in addition to servicing book of business at high quality rate
- Minimum of five years of Customer Service experience preferred
- Minimum of 2 years of Personal Lines experience
Licenses & Certifications
- Property & Casualty license - preferred
- Obtained a CISR or CISR Elite designation(s) - preferred
Skills & Competencies
- Technical proficiency
- Communication and interpersonal skills
- Problem-solving and decision-making
- Organization and attention to detail
- Collaboration and teamwork
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