2 personal lines client service manager jobs found in Port Washington, WI

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...

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...