Small Commercial Lines Senior Account Manager

Position Summary

At Ansay & Associates, we focus on providing responsive, relationship-driven service to small businesses through our CORE team. The Small Commercial Senior Account Manager – CORE combines strong account management expertise with mentorship, problem-solving, and operational support. This role involves working closely with Producers, leadership, and carrier partners to deliver exceptional service, support team growth, and drive the continued success of CORE.

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, carrier requirements, and industry best practices.
• Provide mentorship, guidance, and training to team members to support their professional development and ensure consistency in service delivery.
• Partner with leadership to identify, recommend, and implement process improvements that increase efficiency, enhance client service, and support operational excellence.
• Assist Producers in handling and processing new commercial lines business, particularly for more complex or high-value accounts.
• Review renewal requests, endorsements, audits, and policy documents for accuracy, completeness, and coverage adequacy.
• Prepare and review Auto ID Cards, Evidence of Property, Summaries of Insurance, Certificates of Insurance, and Binders.
• Obtain renewal information requested by company underwriters and assist with renewal strategy as needed.
• Prepare pre-renewal packets and maintain underwriting and marketing information by carrier.
• Review company-issued new and renewal policies for accuracy in rating, forms, endorsements, and coverages.
• Review all ACORD applications for accuracy and completeness.
• Work with accounting to invoice all premium-bearing agency bill transactions.
• Handle telephone requests and written miscellaneous correspondence (e.g., bank requests).
• Process cancellation requests and assist with retention strategies when appropriate.
• Stay current on insurance forms, market trends, and coverage changes through bulletins, circulars, and continuing education.
• Assist with claims processing and follow-up when needed.
• Service commercial lines accounts in a manner that eliminates gaps in coverage and reduces E&O exposure.
• Provide prompt, accurate, and courteous service to customers, producers, and carrier partners.
• Support account rounding and cross-selling initiatives by identifying additional coverage opportunities.
• Remarket existing business when necessary, based on market conditions, coverage needs, or client requests.
• Actively contribute to a culture of continuous improvement, collaboration, and professional development in alignment with The Ansay Way.

Education Qualifications & Experience

• Bachelor’s degree (from an accredited university) in Business or related field preferred.
• Minimum of 5+ years of Commercial Lines insurance experience, preferably within an independent agency environment preferred.
• Demonstrated advanced knowledge of commercial lines products, coverage analysis, and carrier underwriting requirements.
• Proven ability to mentor, train, and support the development of team members.
• Experience identifying and recommending process improvements and best practices.

Licenses & Certifications

• Property & Casualty license - preferred.
• Professional designation such as CISR, CIC, CRM, or equivalent preferred (or willingness to obtain).

Skills & Competencies

• Strong communication skills, both verbal and written.
• Highly detail oriented with strong analytical and problem-solving skills.
• Self-starter with the ability to think strategically and work independently.
• Team-oriented with a positive, collaborative “Can Do” attitude.
• Technical proficiency.
• Communication and interpersonal skills.
• Problem-solving and decision-making.
• Organization and attention to detail.