Share Email Opening Title Senior Account Manager - Personal Lines  Category Insurance   Description Summary: Develops and maintains business relationships with clients.  Sells and services all insurance related products to existing and potential commercial customers and makes referrals where 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 Account Managers and Account Executives with contacting clients as requested. Maintains adequate coverage on all accounts. 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   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 role has supervisory responsibilities with direct reports of Customer Service Representatives and Customer Service Associates.   Education/Experience:   Bachelor’s Degree in Business Administration or Sales; or CPCU, ARM or CEBS designations; or more than five years related experience and/or training; or equivalent combination of education and experience.  Individual must have a solid understanding of Personal insurance, policy language and coverage. To perform this job successfully, an individual should have solid knowledge of Windows, Microsoft Office, Word Processing software; Spreadsheet software and Database software and the ability to become proficient in the use of the TAM System.   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]

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