Insurance Client Relationship Specialist

4 weeks ago


Richmond, California, United States Ansay & Associates Full time

Role Overview

This opportunity is for a motivated individual with at least two years of experience within a client relations or related position as well as 2+ years in insurance with the proven ability to maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships.

Key Responsibilities

  • Greet clients and review company issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage.
  • Assist clients with loss claims and follow up as needed based on workflow.
  • Make pre-renewal calls to clients, and provide client 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 in a manner to eliminate gaps in coverage, thus reducing E&O exposures.

About Ansay & Associates

Our collaborative team environment and innovative resources provide the opportunities for Account Managers to build lasting client relationships and develop professionally.

We value our employees and provide a robust benefits package, including health coverage and 401(k) matching, as well as tuition reimbursements and on-site continued education.

Involved in volunteering? So are we Each of our team members enjoys 32 paid volunteering hours per year giving back to their communities.



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