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Associate Account Manager - Personal Lines 

Category Insurance  

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.


  • 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.


  • This is a full-time salaried position plus commision eligible based upon referrals. Awesome benefit offerings! Details at
Location Wausau, WI  
About the Organization We are excited at the prospect of YOU joining our team in delivering the Incredible Customer Experience (I.C.E.) to every customer. We are an Incredible Organization with a passion for our customers and our employees.  
EOE Statement EEO AA Employer: M F Disabled Vet  

This position is currently not accepting applications.

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