6 jobs found in Port Washington

Essential Duties & Responsibilities Develop, implement and manage client Service Plans with Producer and Account Management team. Meet with clients on a regular basis as determined by the client service plan. Cross-sell existing business in personal book and co-produced accounts responsible to retain. Assist with necessary marketing for preparation of bid specifications and new sales process. Assist with marketing on top accounts to verify bids meet the specifications. Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency. Prepare Stewardship Report prior to pre-renewal/proposal meetings. Maintain a proactive service approach and relationship with clients. Assist Producers, Marketing and Account Manager in renewal strategy. Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients. Proof policies for...

Essential Duties & Responsibilities Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)  Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency   Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)  Handles VIP client accounts by providing outstanding customer service and tailored experience  Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides...

Position Summary Under the direction of the Team Leader, the Senior Commercial Lines Account Manager CORE is responsible for providing advanced support in obtaining, maintaining, expanding, and servicing Commercial Lines Select Accounts. This role serves as a subject matter expert (SME) for the Commercial Lines team and plays a key role in mentoring Account Managers, supporting training initiatives, consulting on process improvements, and driving operational excellence. The Senior Account Manager works collaboratively with Producers, leadership, and internal teams to ensure best practices, consistency in service delivery, and a high level of client satisfaction. This position may be located in any of our office locations Essential Duties & Responsibilities Provide, with a positive attitude, a high level of expertise and leadership in obtaining, maintaining, expanding, and servicing commercial accounts. Serve as a subject matter expert for Commercial Lines coverage,...

Primary responsibility for questions/administration of basic human resources functions for local staff, while elevating to HR Manager as necessary. System administrator and go to for company HRIS system – Ultimate Software, which contains the entire employee life cycle (recruitment, onboarding, benefits, performance, payroll) and is the primary portal for all employee data. Will be a payroll back-up to main processor. Utilize/access Corporate provided resources and information portal (Intranet portal) related to all Human Resources processes and procedures and Ansay Employee Handbook. Administrative duties as needed – employee engagement activities, hosting meetings, trainings, workshops, maintenance of supplies, etc. for the offices within the Region. Maintain the monthly communication meetings for Region. Interpret human resources policies utilizing Agency guidelines and established policies. Find ways to build morale, improve workplace relationships, and boost...

At Ansay & Associates , we are a dynamic and growing agency recognized as one of the Nation’s Best and Brightest Places to Work. As we expand our team, we’re seeking a results-driven Employee Benefits Consultant to help businesses design tailored benefit solutions while fostering long-term client relationships. What You’ll Do: ✔ Drive Business Growth – Proactively identify and engage potential clients through networking, referrals, warm and cold outreach, and industry events. ✔ Consultative Sales Approach – Utilize The Ansay Approach , our proven four-step, relationship-driven process, to uncover client needs and deliver innovative, cost-effective benefits solutions. ✔ Build & Maintain Relationships – Establish trust with decision-makers, serving as a strategic advisor on employee benefits programs. ✔ Client Retention & Advocacy – Partner with our service teams to ensure client satisfaction, acting as an advocate with insurance carriers, third-party...

  Are you seeking a work environment that is driven by core-values, where you are able to grow professionally and better yourself? Are you motivated by opportunity and have an entrepreneurial spirit?   You may be the Insurance Advisor we are looking for... Ansay & Associates is a family owned insurance agency that is making a difference in our community with a mission to help our clients secure, protect and grow their version of the American Dream. Our culture creates a value-driven, innovative, and fun environment in which our employees feel valued and respected, and inspired to provide client support that has built a strong value and reputation in our communities. This opportunity is for a self-starter with hustle and grit, the proven ability to cultivate and maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships. Our Insurance Advisors have a significant voice in the direction of our...