Senior Account Manager - Personal Lines

Ansay & Associates•Cedarburg, WI

About The Position

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

Requirements

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
Technical proficiency
Communication and interpersonal skills
Problem-solving and decision-making
Organization and attention to detail
Collaboration and teamwork

Nice To Haves

Continued education or degree (from an accredited university) in Business or related field preferred – workplace experience will also be considered
Property & Casualty license - preferred
Obtained a CISR or CISR Elite designation(s) - preferred

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