03/11/2026
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...
Ansay & Associates
Port Washington, WI, USA
Full Time
