About this role
Responsibilities include, but may not be limited to:
- Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
- Provide assistance to Producers in handling and processing new commercial lines business.
- Review renewal requests, endorsements and audits for accuracy.
- Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders.
- Obtain Renewal information requested by the company underwriter.
- Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier.
- Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages.
- Review all Accord applications for accuracy.
- Work with Accounting to invoice all premium bearing Agency bill transactions
- Handle telephone requests and written miscellaneous correspondence (ex: Bank requests).
- Process cancellations requests.
- Keep up to date on insurance forms and coverage changes through bulletins and circulars.
- Process claims and follows up as needed.
- Service commercial line select 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.
- Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible.
Qualifications and Requirements
- Bachelors degree (from accredited university) in Business or related field or a combination of education and experience.
- Minimum of two years Commercial Lines experience - Preferred
- Thorough understanding of commercial lines insurance and products - Preferred
- Licensed per state requirements - or willing to obtain
- Have on designation ( i.e. CISR, CIC, CRM) – or be willing to obtain
- Self-starter, think outside the bo x , imaginative and creative with good communication skills both verbal and written
- Detail oriented and solid listening skills
- Team Player with a Can Do Attitude
Why Work for Ansay?
Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.
At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - Its the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy , Accountability – Responsible for Actions & Results , Passion – Unfailing Dedication & Pride In Work , Positive I Can Do Mentality – Constant, Never-Ending Improvement , Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities
Benefits & Perks
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Professional development and designation support
- Career growth opportunities