Personal Lines Account Executive
Location: Menomonie, Wisconsin, United States
Company: Ansay & Associates
Job Type: Full-time
Posted: Aug 25, 2025
Application deadline: Nov 7, 2025
Source: ZipRecruiter
Are you seeking a work environment that is driven by core-values, where you are able to grow professionally? Are you motivated by opportunity and have an entrepreneurial spirit?
You may be the Account Executive we are looking for...
Ansay & Associates is a family owned insurance agency that is making a difference in our community with a mission to help our clients secure, protect, and grow their version of the American Dream. Our culture creates a value-driven, innovative, and fun environment in which our employees feel valued and respected, and inspired to provide client support that has built a strong value and reputation in our communities.
This opportunity is for a self-starter with hustle and grit, the proven ability to cultivate and maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships. We commit to investing the tools and resources our Account Executives need to be successful, and to providing opportunities for reward and growth. The Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service in retaining and servicing Personal Lines Accounts.
Essential functions of this position include, but are not limited to:
- Prospect and qualify new personal lines accounts which meet agency standards
- Generate new business appointments through networking, referrals and other sources to attract and retain new clients
- Round out lines of business on current accounts
- Seek cross-sell opportunities from other departments
- Meet or exceed assigned New Business revenue goal, determined on an annual basis
- Meet or exceed assigned retention goal, determined on an annual basis
- Attend and actively participate in agency sales meetings and sales trainings
- Attend and actively participate in agency service meetings and service trainings
- Partner with sales advisors in PL, CL and EB to present Personal Insurance as a voluntary benefit to employees of CL/EB clients/prospects – including, but not limited to:
- On site marketing/quoting
- Presentation of personal insurance products offered
- Proactive management of an assigned book of business utilizing the Epic Agency Management System
- Obtain information requested by the company underwriter
- Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages
- Work with accounting to invoice all premium bearing Agency bill transactions
- Provide client support, develop relationships and work independently on assigned accounts
- Act as claims advocate in coordination with Agency Claims resources when applicable
- Adhere to Workflow procedures standardized by the Workflow Committee
- Report to Team Lead of assigned branch(es) on Epic activities and daily job functions
- Service personal lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures
- Provide prompt, accurate, courteous service to customers, producers and company personnel
- Educate clients on their insurance coverages, needs and identify potential gaps in coverages
- Grow and develop talents and insurance knowledge in conjunction with The Ansay Way
- Continue professional development (i.e., keep current with industry and carrier changes, continuous training, pursue professional designations, etc.)
Education & Credentials
- Bachelor’s degree in Business, Finance, Risk Management, or related field (preferred but not required).
- Insurance licenses: Must hold a valid Property & Casualty license (preferred but not required).
- Professional designations (preferred but not required): CISR, CIC, CPIA, AINS.
Preferred Experience
- 2+ years of experience in personal lines insurance (agency or carrier).
- Proven success in managing a personal lines book of business (new business, renewals, cross-sell, upsell).
- Experience with agency management systems (Epic, AMS360, Applied, Vertafore, HawkSoft, etc.).
- Familiarity with carrier rating systems and comparative raters.
Preferred Technical Skills
- Strong knowledge of personal lines products (home, auto, umbrella, renters, recreational, etc.).
- Ability to quote, bind, and service accounts efficiently.
- Solid understanding of insurance regulations, underwriting, and compliance.
- Proficient in Microsoft Office Suite and comfortable with CRM/AMS platforms.
Sales & Relationship Skills
- Track record of meeting or exceeding sales goals.
- Strong cross-selling and upselling abilities.
- Ability to build and maintain long-term client and carrier relationships.
- Strong negotiation and presentation skills.
Customer Service & Soft Skills
- Excellent communication skills (verbal and written).
- Strong problem-solving and conflict-resolution ability.
- High level of professionalism, empathy, and client service mindset.
- Ability to manage multiple priorities while maintaining accuracy.
- Collaborative team player who can also work independently.
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