Share Email Opening Title Associate Account Manager - Personal Lines  Category Insurance   Description Ib Insurance Agency, has an Associate Account Manager - Personal Lines role open.  This role 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: Generates new business and add lines of business to existing book. Responds to referrals. Handles call-in and walk-in business. Provides risk reviews for clients and prospects. Presents proposals. Manages account documentation (i.e.: proposals, policy changes, endorsements, cancellations, etc.) Completes all documentation required by carrier. Collects insured’s signed application and deposit. Enters application/account information into EPIC 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 as determined by management. Has a sales goal revenue as determined by management Educates clients on payment and cancellation policies. Helps meet production goal with business that meets carrier standards. Retains renewal business through client contact and meeting coverage needs. Represents IB Insurance by referring various financial and insurance products to clients. Establishes customer service differentiation by providing customers with documentation or access to Zywave. Education/Experience Bachelor’s Degree in Business Administration or Sales. Or a minimum of three - five years related experience and/or training as a Customer Service Representative; or equivalent combination of education and experience. Must possess a valid WI Agent License and be willing to obtain other states, if applicable. 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 EPIC System. Individual must have a solid understanding of benefits/personal insurance, policy language and coverage. Perks This is a full-time salaried position plus commision eligible based upon referrals. Awesome benefit offerings! Details at incrediblebank.mybenefitsapp.com.   Location 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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