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Insurance Account Manager

2 months ago


Oshkosh, Wisconsin, United States Ansay & Associates Full time
About the Role

This opportunity is for a motivated individual with at least two years of experience in client relations or a related field. The successful candidate will have a proven track record of maintaining business and providing value-added services that protect individuals and build strong client relationships.

Key Responsibilities
  • Review company-issued policies for accuracy in rating, typing, and coverage
  • Assist clients with loss claims and follow up as needed
  • Make pre-renewal calls to clients and provide education as needed
  • Obtain information requested by the insurance carrier underwriter
  • Prepare Auto ID cards, Evidence of Property, Summary of Insurance, and Binders
  • Servicing personal lines accounts to eliminate gaps in coverage and reduce E&O exposures
About Ansay & Associates

We are a value-driven, innovative, and fun environment that values our employees and inspires them 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, as well as tuition reimbursements and on-site continued education. Our team members enjoy 32 paid volunteering hours per year, giving back to their communities.