Essential Duties & Responsibilities
- Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience
- Assistsย department leadership with special projects and business needs in support of agency operations and growth (i.e.ย training, workflow improvements, communications,ย meetings/event coordination,ย documentation of best practices)ย
- Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possibleย andย demonstrateย expertiseย in both quality and efficiencyย ย
- Responsible forย strong results ofย account Round/Up-Sell existing books forย additionalย lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)ย
- Handles VIP client accounts by providing outstanding customer service and tailored experienceย
- Ensures properย documentation handling and detail-oriented workflow. Best practices areย upheldย andย provides regular recommendations and feedback for improvementsย ย
- Serves asย role modelย andย mentorย to account managers,ย andย demonstratesย core values and strong collaboration with account executives, producers, and team membersย ย
- Proactively handleย Pre-renewalย calls (EXDT)ย andย client touchpoints,ย and review company issued Renewal policies for accuracyย
- Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Bindersย
- Obtain information requested by the company underwriterย
- Remarketing accounts as needed for renewals and book conversionsย
- Review company issuedย newย policies for accuracy inย rating, endorsements forms,ย discountsย and coveragesย
- Work with accounting to invoice all premium bearing Agency bill transactionsย
- Handle telephone requests and written miscellaneous correspondence (ex: Client calls, Bank requests)ย
- Process cancellations requestsย
- Keep up to date on insurance forms and coverage changes through bulletins and circularsย
- Process claims andย followย up as needed based on workflowย
- Assist Sales Advisors with follow-up forms (ex:ย EFT forms, billing corrections, etc.)ย
- Communicate any relevant/necessary information back to the Sales Advisors about their clients, such as large losses, changes in households, or cancellations)ย
- Service personal lines accounts in a manner toย eliminateย gaps in coverage, thus reducing our E&O exposuresย
- Provide prompt,ย accurate, courteous service to customers,ย producersย and company personnelย
- Continue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc.ย
- Additional duties as assigned
Qualifications & Experience
Education:
- Continued education or degree (from an accredited university) in Business or related field preferred โ workplace experience will also be consideredย
Experience:
- Key partner with the Team Leader in communication,ย collaboration,ย training, newย roll-outs, and execution of consistency throughout the departmentย
- Go-to mentor forย new staff, team members, and for line of businessย expertiseย who also lives core values, embraces change, and supports strategic initiativesย
- Line of business champion whoย demonstratesย best-in-class customer experience and continuous improvement mindsetย ย
- Ability to take on special projects and initiatives in addition to servicing book of business at high quality rateย ย
- Minimum of five years of Customer Service experienceย preferred
- Minimum of 2 years of Personal Lines experienceย
Licenses & Certifications
- Property & Casualty licenseย ย - preferred
- Obtained a CISR or CISR Elite designation(s)ย - 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 -ย Itโsย the Ansay Way! As such the following core values guide our behaviors:ย Respectย โย Compassionate and Loyalย Integrityย โย Honesty and Trustworthy,ย Accountabilityย โย Responsible for Actions & Results,ย Passionย โย Unfailing Dedication & Pride In Work,ย Positive โI Can Doโ Mentalityย โย Constant, Never-Ending Improvement,ย Excellence / Professionalismย โย High Expectations & Pursuit of Opportunities to further our Capabilitiesย
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