2 client relationship manager jobs found in Port Washington, WI

Why Ansay? Our culture creates a value-driven, innovative, fun environment in which our employees are valued and respected. We are inspired to provide client support that has built a strong reputation in our communities. We offer: ✅ A robust benefits package, including health coverage and 401(k) matching ✅ Professional development supported with tuition reimbursements and on-site continued education ✅ 24 paid volunteering hours per year to give back to your community ✅ A supportive, team-oriented atmosphere with opportunities for growth Essential Responsibilities Client Support & Relationship Management: Review company-issued new and renewal policies for accuracy in rating, endorsement forms, and coverage. Assist clients with loss claims and follow up as needed based on workflow. Make pre-renewal calls to clients and provide client education as needed. Obtain information requested by the insurance carrier underwriter. Prepare Auto ID cards, Evidence of...

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,...