Now Hiring - Ansay & Associates LLC - Assistant Account Manager - Commercial Lines & Employee Benefits in Port Washington, WI

Full description of the position

We are seeking a motivated, proactive, and detail-oriented Assistant Account Manager to join our dynamic team. This role is perfect for individuals with at least one year of experience in client relations or a related position, with a proven ability to maintain business and deliver value-added services that protect individuals and build strong client relationships. In this position, you will work closely with the Account Manager and other team members to provide seamless service and resources to our clients while developing professionally in a collaborative environment. Why Ansay? Our culture creates a value-driven, innovative, fun environment in which our employees are valued and respected. We are inspired to provide client support that has built a strong reputation in our communities. We offer: A robust benefits package, including health coverage and 401(k) matching Professional development supported with tuition reimbursements and on-site continued education 32 paid volunteering hours per year to give back to your community A supportive, team-oriented atmosphere with opportunities for growth Essential Responsibilities * Client Support & Relationship Management: * 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 personal lines accounts to eliminate gaps in coverage and reduce E&O exposures. * Account Manager Support: * 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. * Client-Facing Support: * Create and distribute Mployer reports as requested. * Update compliance calendars for clients. * Develop and design PowerPoint presentations for clients. * Medicare/Individual Account Assistance: * Support Medicare/Individual account executives as required. * Operational Support: * Support the Employee Benefits (EB) Operations team with clean-up projects as needed. Qualifications and Requirements * High School diploma or GED equivalent * Customer-first mindset and willingness to learn * Self-starter with strong initiative and a continuous improvement mindset * Strong collaboration and relationship-building skills with excellent written and verbal communication * Detail-oriented with strong listening skills * Team player with a "can-do" attitude Join Ansay & Associates and become part of a team where your skills and passion make a real difference! This is a full-time position and can be located out of any of our offices. To learn more about Ansay & Associates, check us out at the link below: Watch Video Job Type: Full-time Pay: $20.00 per hour Benefits: * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Work Location: In person