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Ansay & Associates

Commercial Lines Account Manager

Ansay & Associates, Peoria, Illinois, us, 61639

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Responsibilities

Provide, with a positive attitude, 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 ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and binders.

Obtain renewal information requested by the 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 commercial line selective accounts 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.

Complete necessary Accord applications for account rounding and adding additional lines of business.

Remarket existing business as needed based on market needs and customer requests.

Qualifications

Bachelor’s degree (from an 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 one insurance designation (e.g., 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.

Pay Range $29,000 - $35,000

Seniority level Entry level

Employment type Full‑time

Job function Finance and Sales

Industries Insurance

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