4 client service associate commercial lines jobs found in Port Washington

Position Summary The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role. Essential Responsibilities Support Account Managers with daily service and administrative tasks Process basic Certificates of Insurance Submit simple policy changes and process endorsements Assist with limited customer service inquiries Perform data entry and maintain accurate records in the agency system Shadow team members to build knowledge and skills Complete scanning, documentation, and clean-up projects Review renewal spreadsheets and assist with documentation processing Manage incoming and outgoing mail and related materials Complete additional tasks and projects as assigned Primarily non-client-facing responsibilities while in training Learn and...

Position Summary The Commercial Lines Trainer is responsible for developing, delivering, and continuously improving training for Commercial Lines team members to ensure consistent best practices in servicing, maintaining, expanding, and retaining Commercial Lines accounts. This role serves as a subject matter expert for coverages, workflows, and systems, with a strong emphasis on onboarding, EPIC system training, and integration of newly acquired offices. The Commercial Lines Trainer works closely with Regional Commercial Lines Leadership and cross-functionally with Mergers & Acquisitions, Operations, and other internal partners to ensure seamless integration, adoption of standards, and a high-quality customer experience. We are hiring for one position, but this position can be based out of any of our Ansay locations in Wisconsin.  Essential Duties & Responsibilities Training & Development Train and onboard Commercial Lines Account Managers, Account...

Overview At Ansay & Associates, we are always looking to connect with talented professionals who are interested in building a long-term career with a growing, relationship-driven organization. While we may not have a current opening that matches your background today, we encourage you to apply to this evergreen opportunity so we can stay connected as new roles become available across our organization. Who We Are Ansay & Associates is a best-in-class insurance agency committed to helping our clients secure, protect, and grow their version of the American Dream. We pride ourselves on a culture built around strong relationships, continuous improvement, and investing in our people. Our team operates under core values that guide everything we do: Integrity Respect Accountability Passion Positive “Can-Do” Mentality Excellence & Professionalism Areas of Opportunity We frequently hire across a variety of roles and experience levels, including...

Are you a driven, relationship-focused professional looking for an opportunity to make a real impact in the business community? Do you thrive in a fast-paced, consultative sales environment where your expertise and solutions help businesses succeed? At Ansay & Associates , we are an award-winning insurance agency recognized as one of the Nation’s Best and Brightest Places to Work. As we continue to grow, we’re seeking a dynamic Commercial Lines Insurance Advisor to join our team and help businesses navigate risk, protect their assets, and achieve long-term success. What You’ll Do: ✔ Consult & Advise – Act as a trusted advisor to business owners, identifying their unique risks and providing tailored insurance solutions. ✔ Develop New Business – Leverage your network, referrals, and prospecting skills to connect with potential clients and drive growth. ✔ Deliver The Ansay Approach – Utilize our proven, relationship-driven sales process to differentiate...