Account Manager, Commercial Lines
Ansay & Associates · ansay.com
Fox ValleyLead / Manager
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The job in short
Commercial lines account management.
AccountingMarketingInsuranceUnderwriting
Details
- Found
- 7 d ago · posted 2026-10-19
- Location as listed
- Fox Valley, WI, United States
- Role
- Account Manager / Key Account
- Source
- The company’s own careers site
Full description
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 box, 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 - It’s 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
Account Manager / Key Account jobs in the United States · All Ansay & Associates jobs