Commercial Lines Account Manager

Join to apply for the Commercial Lines Account Manager role at Ansay & Associates
.

Responsibilities include, but may not be limited to:

• Provide a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
• Assist producers in handling and processing new commercial lines business.
• Review renewal requests, endorsements and audits for accuracy.
• Prepare Auto , 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 (e.g., bank requests).
• Process cancellation requests.
• Keep up to date on insurance forms and coverage changes through bulletins and circulars.
• Process claims and follow up as needed.
• Service selected commercial line accounts to eliminate gaps in coverage, reducing 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.

• Bachelor’s degree in Business or a related field, or a combination of education and experience.
• At least two years of commercial lines experience.
• Thorough understanding of commercial lines insurance products.
• Licensed per state requirements, or willing to obtain license.
• Possess relevant designation (e.g., CISR, CIC, CRM) or willing to obtain one.
• Self‑starter who thinks outside the box, is imaginative and creative.
• Strong verbal and written communication skills.
• Detail oriented with solid listening skills.
• Team player with a can‑do attitude.

Entry level

Full‑time

Finance and Sales

Insurance