Personal Lines - Senior Account Manager

Essential Duties & ResponsibilitiesProvide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experienceAssists 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 efficiencyResponsible 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 experienceEnsures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides regular recommendations and feedback for improvementsServes as role model and mentor to account managers, and demonstrates core values and strong collaboration with account executives, producers, and team membersProactively handle Pre-renewal calls (EXDT) and client touchpoints, and review company issued Renewal policies for accuracyPrepare Auto ID Cards, Evidence of Property, Summary of Insurance, and BindersObtain information requested by the company underwriterRemarketing accounts as needed for renewals and book conversionsReview company issued new policies for accuracy in rating, endorsements forms, discounts and coveragesWork with accounting to invoice all premium bearing Agency bill transactionsHandle telephone requests and written miscellaneous correspondence (ex: Client calls, Bank requests)Process cancellations requestsKeep up to date on insurance forms and coverage changes through bulletins and circularsProcess claims and follow up as needed based on workflowAssist 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 exposuresProvide prompt, accurate, courteous service to customers, producers and company personnelContinue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc.Additional duties as assignedQualifications & ExperienceEducation:* Continued education or degree (from an accredited university) in Business or related field preferred - workplace experience will also be consideredExperience:Key partner with the Team Leader in communication, collaboration, training, new roll-outs, and execution of consistency throughout the departmentGo-to mentor for new staff, team members, and for line of business expertise who also lives core values, embraces change, and supports strategic initiativesLine of business champion who demonstrates best-in-class customer experience and continuous improvement mindsetAbility to take on special projects and initiatives in addition to servicing book of business at high quality rateMinimum of five years of Customer Service experience preferredMinimum of 2 years of Personal Lines experienceLicenses & Certifications* Property & Casualty license - preferred* Obtained a CISR or CISR Elite designation(s) - preferredSkills & CompetenciesTechnical proficiencyCommunication and interpersonal skillsProblem-solving and decision-makingOrganization and attention to detailCollaboration and teamworkWhy 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 CapabilitiesBenefits & PerksCompetitive compensationMedical, dental, and vision insurance401(k) with company matchPaid time off and paid holidaysProfessional development and designation supportCareer growth opportunities