Insurance Account Manager

4 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 and their assets.

Key Responsibilities
  • Greet clients and provide exceptional customer service
  • Review and verify policy accuracy, including rating, typing, and endorsement forms
  • Assist clients with loss claims and follow up as needed
  • Make pre-renewal calls to educate clients and obtain necessary information
  • Prepare and issue policy documents, including Auto ID cards and Evidence of Property
  • 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 enjoy a robust benefits package, including health coverage, 401(k) matching, tuition reimbursements, and on-site continued education.

We also support our team members' passion for volunteering, providing 32 paid hours per year to give back to their communities.



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