Insurance Account Manager

2 weeks ago


Richmond, California, United States Ansay & Associates Full time
About the Role

This is an exciting opportunity for a motivated individual with a strong background in client relations and insurance to join our team at Ansay & Associates.

We are seeking a skilled Account Manager to maintain business relationships, provide value-added services, and protect individuals. The ideal candidate will have at least two years of experience in a client-facing role and a proven track record of delivering excellent customer service.

Key Responsibilities
  • Greet clients and provide exceptional customer service
  • Review and verify policy information for accuracy
  • Assist clients with loss claims and follow up as needed
  • Make pre-renewal calls to clients and provide education on policy options
  • Obtain information requested by underwriters
  • Prepare policy documents and binders
  • Servicing personal lines accounts to eliminate gaps in coverage and reduce E&O exposures
Why Ansay & Associates?

We offer a collaborative team environment, innovative resources, and opportunities for professional development. Our employees are valued and respected, and we provide a robust benefits package, including health coverage, 401(k) matching, tuition reimbursements, and on-site continued education.

We also prioritize community involvement and offer 32 paid volunteering hours per year. If you are passionate about making a difference and delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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