Share Email Opening Title Associate Account Manager - Personal Lines  Category Insurance   Description Summary: Develops and maintains relationships with clients.  Sells and services all insurance related products to existing and potential customers and makes referrals when appropriate by performing the following duties: Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  Essential duties and responsibilities include the following:    Generates new business. Responds to referrals. Handles call-in and walk-in business. Provides risk reviews for clients and prospects. Presents proposals and follows up. Manages account documentation (i.e.: proposals, agreement letters, reinsurance contracts, collateral agreements, policy changes, endorsements, cancellations, etc.) Completes all documentation required by carrier. Collects insured’s signed application and deposit. Enters application/account information into agency management system, including delivery specifications. Assists Customer Service Representatives and Account Executives with contacting clients as requested. Maintains adequate coverage on all accounts. Supports a book of business that is less than $90,000 Generates over $7,000 of new business each year Educates clients on payment and cancellation policies. Meets production goals with business that meets agency and carrier standards. Retains renewal business through client contact and meeting coverage needs. Represents River Valley by referring various financial and insurance products to clients. Establishes customer service differentiation by providing customers with documentation or access to agency technology. Other Responsibilities: Perform other related duties as required or assigned that are in the spirit of this job description and position as necessary for the Bank and the Department to function effectively. Supervisory Responsibilities: This job has no supervisory responsibilities.       Location IB Insurance Wausau, WI   About the Organization At IncredibleBank, we believe in our employees, our customers, and the impact we make in our communities. When your name is Incredible, it's a lot to live up to! And we feel it. Because of that, we continually look to raise the bar, expect more out of ourselves and each other, break out of "traditional banking," and make our mark in an industry that needs a good shake-up! It's #HowWeIncredible   EOE Statement IncredibleBank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.   This position is currently not accepting applications. To search for an open position, please go to http://IncredibleBank.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles Director of Loan Services and Investor Reporting in Wausau, WI Posted on: 4/17/2024 [Apply Now] Customer Experience Specialist in Merrill, WI Posted on: 3/26/2024 [Apply Now] Customer Experience Specialist in Wausau, WI Posted on: 3/20/2024 [Apply Now] Customer Experience Specialist in Weston, WI Posted on: 3/25/2024 [Apply Now] SBA Senior Business Development Officer in Wausau, WI Posted on: 4/24/2024 [Apply Now]

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