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Assistant Account Manager - Commercial Lines

Ansay & Associates
Port Washington, WI Full Time
POSTED ON 8/22/2026
AVAILABLE BEFORE 9/19/2026
Job Details

Description

Position Summary

The Assistant Account Manager is an entry-level, training-focused role designed to support the Commercial Lines team. This position provides hands-on experience and development opportunities, with a typical progression toward an Account Manager or Internal Service Center role.

Essential Responsibilities

  • Support Account Managers with daily service and administrative tasks
  • Process basic Certificates of Insurance
  • Submit simple policy changes and process endorsements
  • Assist with limited customer service inquiries
  • Perform data entry and maintain accurate records in the agency system
  • Shadow team members to build knowledge and skills
  • Complete scanning, documentation, and clean-up projects
  • Review renewal spreadsheets and assist with documentation processing
  • Manage incoming and outgoing mail and related materials
  • Complete additional tasks and projects as assigned
  • Primarily non-client-facing responsibilities while in training
  • Learn and navigate the Agency Management System (AMS)

Qualifications

  • High school diploma or GED

Skills

  • Strong attention to detail and organizational skills
  • Effective written and verbal communication
  • Problem-solving mindset with a proactive approach
  • Ability to manage multiple priorities in a fast-paced environment
  • Team-oriented with a positive, “can-do” attitude
  • Commitment to continuous learning and professional growth

Work Environment & Expectations

  • Collaborative team environment
  • Regular interaction with clients, carriers, and internal teams
  • Ability to manage deadlines and service expectations
  • Occasional variation in workload depending on renewal cycles

Join Ansay & Associates

At Ansay & Associates, we don’t just provide insurance—we build lasting relationships and deliver service that exceeds expectations. It’s what we call The Ansay Way.

Our culture is grounded in values that guide everything we do:

  • Respect – Compassionate and loyal
  • Integrity – Honest and trustworthy
  • Accountability – Own your actions and results
  • Passion – Take pride in your work
  • Positive “I Can Do” Mentality – Always improving
  • Excellence & Professionalism – Striving for the best

If you’re looking for a collaborative, growth-focused environment where your contributions matter, you’ll fit right in.

Why Work for Ansay

  • Supportive, team-oriented culture built on trust and respect
  • Opportunities for professional growth, licensing, and certifications
  • Leadership that invests in your development
  • A stable, growing organization with strong community ties
  • The ability to make a meaningful impact on clients and teammates

Benefits

  • Competitive compensation
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Career development and continuing education support
  • Licensing and certification reimbursement
  • Wellness initiatives and employee support programs

Salary.com Estimation for Assistant Account Manager - Commercial Lines in Port Washington, WI
$73,076 to $99,865
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