Personal Lines Account Manager
Ansay & Associates
Madison, WI
Sales / Marketing, Business Development
Description
Position Summary
The Personal Lines Account Manager is responsible for building and maintaining strong client relationships by providing excellent customer service, managing personal lines insurance accounts, and ensuring policies meet client needs. This role involves day-to-day account management, policy servicing, and supporting producers in retaining and growing the book of business.
Key Responsibilities
- Manage a book of personal lines insurance accounts, ensuring accuracy, timeliness, and client satisfaction.
- Provide clients with exceptional service through proactive communication, prompt responses, and professional problem-solving.
- Review policies for accuracy and coverage adequacy; identify gaps and recommend appropriate coverage options.
- Process policy changes, renewals, endorsements, cancellations, and reinstatements.
- Assist clients with claims by providing guidance, tracking progress, and ensuring positive outcomes.
- Prepare quotes, proposals, and renewal presentations in collaboration with carriers and producers.
- Maintain accurate records in the agency management system and ensure compliance with agency and carrier guidelines.
- Support producers with cross-selling opportunities and account rounding to increase retention and revenue.
- Stay current on industry trends, products, and carrier offerings to provide informed recommendations.
- Foster positive carrier and underwriter relationships to negotiate terms and resolve issues.
- Previous experience in personal lines insurance account management or customer service preferred.
- Active Property & Casualty license (or ability to obtain within a set timeframe).
- Strong knowledge of personal lines products (homeowners, auto, umbrella, recreational, etc.).
- Proficiency with insurance agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite.
- Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
- Strong interpersonal and communication skills (verbal and written).
- Proven ability to work independently as well as collaboratively within a team.
- Customer-focused mindset with a proactive approach to problem-solving.
- Ability to explain insurance concepts clearly and professionally to clients.
- Strong time management and organizational skills.
- Results-oriented with a commitment to retention and growth.
- Full-time position, in-office role
- Fast-paced, client-focused environment requiring multitasking and adaptability.
About the company
Company website•Insurance
Ansay & Associates is a premier independent insurance agency proudly serving clients across the Midwest and Florida. Our unique approach to insurance, The Ansay Way, ensures you’re protected from the risks that matter most. Our advisors specialize in either commercial or personal insurance, giving you confidence that your coverage is tailored to your specific needs.
For businesses, our commercial insurance offerings go far beyond a standard policy. We provide OSHA-required training, loss control guidance, strategies to reduce exposure, commercial crime coverage, and a wide range of additional risk management resources.
For individuals and families, our personal insurance solutions include home, auto, boat, and recreational vehicle insurance, along with umbrella policies and bundled options designed to help maximize both protection and value.