Share Email Opening Title Account Executive - Commercial  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 to other Account Executives when appropriate by performing the following duties Essential Duties and Responsibilities include the following. Other duties may be assigned. •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. •Completes all documentation required by carrier. •Collects insured's signed application and deposit. •Enters application/account information into the agency management system, including delivery specifications. •Assists Account Manager and others with contacting clients as requested. •Maintains adequate coverage on all accounts. •Fulfills agency production goals with quality business. •Retains renewal business through client contact and meeting coverage needs. •Organizes communications from carriers or clients by either having the CSR cc'd on communications or attaching the communication into the agency management system. •Represents River Valley by referring various financial and insurance products to clients. •Establishes customer service differentiation by providing customers with documentation or access to CSR24, Zywave, and Modmaster. Supervisory Responsibilities: This job has no supervisory responsibilities Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: High school diploma or general education degree (GED) plus a Bachelor's Degree in Business Administration or Sales; or more than five years related experience and/or training; or equivalent combination of education and experience. Certificates and Licenses: Must possess a valid WI Agent License and be willing to obtain other states, if applicable.   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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