Personal Lines Service Advisor

Posted: 1/29/2019


  • Port Washington 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 connect and start a conversation!

Essential Functions:

  • Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal lines of insurance accounts

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

  • Obtain information requested by the company underwriter

  • Remarketing accounts as needed for renewals and book conversions

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

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

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

  • 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 (EXDT) to clients

  • Assist Sales Advisors with follow-up forms (ex: EFT forms, billing corrections, etc.)

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

  • Communicate any relevant/necessary information back to the Sales Advisors about their clients, such as large losses, changes in households, or cancellations)

  • Service personal lines 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

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

Minimum Qualifications:        

  • 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 work well with others

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