Personal Lines Service Advisor

Posted: 1/29/2019


  • Appleton Office

Do you have a passion for providing best-in-class customer experiences?Ansay & Associates is looking for individuals interested in a career within the dynamic Insurance industry. No day is ever the same, and you will stay continually challenged and learn as you go! We can teach you insurance - you bring the energy, passion, drive and your talents. If this sounds interesting, we would love to hear from you!

Under the direction of the Personal Lines Service Team Leader provide support in obtaining, maintaining, expanding and servicing all Personal Lines Accounts.

Essential Functions:

  • With a positive attitude: obtain, maintain, expand and service personal lines accounts

  • Analyze client’s insurance needs and develop solutions

  • Remarketing of accounts as needed for renewals and book conversions

  • Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages

  • Cross sell existing books for additional lines of coverages (umbrellas/ higher limits/specific coverages)

  • Handle telephone requests and written miscellaneous correspondence (ex: Client calls, Bank requests)

  • Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Binders

  • Obtain information requested by the company underwriters

  • Work with accounting to invoice all premium bearing Agency bill transactions

  • Process cancellations requests

  • Keep up to date on insurance forms and coverage changes through bulletins and circulars

  • Process claims and follow up as needed based on workflow

  • Handle Pre-renewal calls to clients

  • Establish and service personal lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures

  • Utilize all available technology in a proficient manner. (ie. Agency Management System, Raters, Real-Time and all Microsoft Office Products)

  • Provide prompt, accurate, courteous service to customers, coworkers and company personnel

  • Grow and develop talents and insurance knowledge in conjunction with agency standards to the highest level possible

  • Continue professional development (i.e., keep current with industry changes, continuous training, pursue professional designations, etc.)


  • Bachelors degree (from an accredited college) required

  • Previous customer service experience

  • Licensed per state requirements or be willing to obtain license

  • Self-starter, can-do attitude, creative

  • Excellent communication skills both verbal and written

  • Detailed oriented and solid listening skills

  • Team Player and works well with others

  • Demonstration of Ansay Core Values

Apply Now

This position has been filled. Please check our current openings.

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