Assistant Account Manager - Commercial Lines

Position Summary

The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role.

• Support Account Managers with daily service and administrative tasks
• Process basic Certificates of Insurance
• Submit simple policy changes and process endorsements
• Assist with limited customer service inquiries
• Perform data entry and maintain accurate records in the agency system
• Shadow team members to build knowledge and skills
• Complete scanning, documentation, and clean-up projects
• Review renewal spreadsheets and assist with documentation processing
• Manage incoming and outgoing mail and related materials
• Complete additional tasks and projects as assigned
• Primarily non-client-facing responsibilities while in training
• Learn and navigate the Agency Management System (AMS)

The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role.

• Support Account Managers with daily service and administrative tasks
• Process basic Certificates of Insurance
• Submit simple policy changes and process endorsements
• Assist with limited customer service inquiries
• Perform data entry and maintain accurate records in the agency system
• Shadow team members to build knowledge and skills
• Complete scanning, documentation, and clean-up projects
• Review renewal spreadsheets and assist with documentation processing
• Manage incoming and outgoing mail and related materials
• Complete additional tasks and projects as assigned
• Primarily non-client-facing responsibilities while in training
• Learn and navigate the Agency Management System (AMS)

• High school diploma or GED

• Strong attention to detail and organizational skills
• Effective written and verbal communication
• Problem solving mindset with a proactive approach
• Ability to manage multiple priorities in a fast-paced environment
• Team-oriented with a positive, "can-do" attitude
• Commitment to continuous learning and professional growth

• Collaborative team environment
• Regular interaction with clients, carriers, and internal teams
• Ability to manage deadlines and service expectations
• Occasional variation in workload depending on renewal cycles

At Ansay & Associates, we don't just provide insurance-we build lasting relationships and deliver service that exceeds expectations. It’s what we call The Ansay Way.

Our culture is grounded in values that guide everything we do:

• Respect
  - Compassionate and loyal
• Integrity
  - Honest and trustworthy
• Accountability
  - Own your actions and results
• Passion
  - Take pride in your work
• Positive "I Can Do" Mentality
  - Always improving
• Excellence & Professionalism
  - Striving for the best

If you're looking for a collaborative, growth-focused environment where your contributions matter, you'll fit right in.

• Supportive, team-oriented culture built on trust and respect
• Opportunities for professional growth, licensing, and certifications
• Leadership that invests in your development
• A stable, growing organization with strong community ties
• The ability to make a meaningful impact on clients and teammates

• Competitive compensation
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Career development and continuing education support
• Licensing and certification reimbursement
• Wellness initiatives and employee support programs