Client Relations Advisor

Company: Ansay & Associates, LLC
Location: Waterford
Posted on: October 14, 2021

Job Description:

This opportunity is for a motivated individual with at least two years of experience within a client relations or related position, the proven ability to maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships. Our collaborative team environment and innovative resources provide the opportunities for Service Advisors to build lasting client relationships and develop professionally. This opportunity is based in our Burlington, WI office location, and a part of our Port Washington Region.

Why Ansay? Our culture creates a value-driven, innovative and fun environment in which our employees are valued and respected, and inspired to provide client support that has built a strong value and reputation in our communities. In addition to a robust benefits package, including health coverage and 401(k) matching, your professional development is supported with tuition reimbursements and on-site continued education. Involved in volunteering? So are we! Each of our team members enjoys 32 paid volunteering hours per year giving back to their communities.

Essential functions of this position include, but are not limited to:

• Reviewing company issued new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage
• Assisting clients with loss claims and following up as needed based on workflow
• Making pre-renewal calls to clients, and providing client education as needed
• Obtaining information requested by the insurance carrier underwriter
• Preparing Auto ID cards, Evidence of Property, Summary of Insurance, and Binders
• Servicing personal lines accounts in a manner to eliminate gaps in coverage, thus reducing E&O exposures

To learn more about Ansay & Associates, check us out at the link below.

https://www.youtube.com/watch?v=jZsPM4Hf0nE

Experience

• 2 year(s): Client Relations/ Client Support

• 2 year(s): Personal Insurance

Education

• Bachelors or better in Business Administration or related field

Licenses & Certifications

• Property & Casualty

Behaviors

• Team Player: Works well as a member of a group
• Innovative: Consistently introduces new ideas and demonstrates original thinking
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Motivations

• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Keywords: Ansay & Associates, LLC, Milwaukee , Client Relations Advisor, Other , Waterford, Wisconsin