Bus Insur Consultant
Company Name:
Associated Bank
Title: Bus Insur Consultant
Location: Wisconsin-Waukesha
Other Locations:
Description
The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (Associated) provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.
JOB SUMMARY
Works with company owner, presidents, CEO's, controller, human resources professionals, and executive directors on a daily basis tailoring insurance, employee benefit, property/casualty insurance programs, financial programs, retirement plans and human resources programs. Spends a significant portion of their time seeking out new business. Acts as the quarterback on the service team to meet client expectations and retain clients.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated's anonymous Ethics Hotline.
KEY RESULT AREAS
Customer Retention
Cross-Sell
Deep Sell
New business development
Communication
Sales
JOB ACCOUNTABILITIES
o Services existing book of business including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources. Hold a minimum of 3 face-to-face meetings with large clients. Work through their annual renewal by providing alternatives, shopping the market when necessary, etc. Provides telephone and e-mail support to smaller clients through their renewal and for on-going service work. Spends at least 50% of time outside of the office on sales and service activities.
o Sources prospects through a variety of means which may include but not limited to cold calling, warm calling, referrals, and partnering with Business Development Representative. Holds introductory interviews with businesses and organizations using AFG's value added services and Strategic Selling methodology. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Time spent on these activities will be more significant while growing book of business.
o On a continuing basis, participates in sales training seminars and product knowledge workshops. Stays current and updates individual knowledge of insurance, finance and human resources by reading industry periodicals.
o Maintains a solid understanding of all AFG products and continually updates that knowledge.
o Keeps current with all follow-up activities on prospects and clients. Uses OnContact to track follow up requirements and being sure to use other tools like e-lines and The Update to maintain contact with customers and prospects.
o Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Meets Sent Synergy expectations.
o Completes weekly reports in a timely manner.
Qualifications:
Required Education: Bachelor''s Degree or equivalent combination of education and experience
Required
Experience: Less than 2 years Insurance Industry
Preferred
Experience: 2-4 years Insurance Industry Sales
Special Skill Requirements:
Mathematical
Operate Office Equipment
Organizational
Microsoft Office
Customer Relations
Verbal Communication
Written Communication
LICENSES & CERTIFICATIONS
Required: Life, Accident and Health, Property and Casualty Insurance License within 3 months
Other Duties and Responsibilities
Performs other duties as assigned.
Job Requirements
Adherence to Company policy and procedures is required.
Perform duties in accordance with the Vision & Values of Associated Banc-Corp.
Regular attendance is required.
Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, fax machine, calculator, multiple line telephones, typewriter, computers etc.).
Represent the organization in a professional and positive manner.
Maintain credit exception approval percentages within corporate approved guidelines
InsuranceEstimated Salary: $20 to $28 per hour based on qualifications.
Associated Bank
Title: Bus Insur Consultant
Location: Wisconsin-Waukesha
Other Locations:
Description
The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (Associated) provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.
JOB SUMMARY
Works with company owner, presidents, CEO's, controller, human resources professionals, and executive directors on a daily basis tailoring insurance, employee benefit, property/casualty insurance programs, financial programs, retirement plans and human resources programs. Spends a significant portion of their time seeking out new business. Acts as the quarterback on the service team to meet client expectations and retain clients.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated's anonymous Ethics Hotline.
KEY RESULT AREAS
Customer Retention
Cross-Sell
Deep Sell
New business development
Communication
Sales
JOB ACCOUNTABILITIES
o Services existing book of business including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources. Hold a minimum of 3 face-to-face meetings with large clients. Work through their annual renewal by providing alternatives, shopping the market when necessary, etc. Provides telephone and e-mail support to smaller clients through their renewal and for on-going service work. Spends at least 50% of time outside of the office on sales and service activities.
o Sources prospects through a variety of means which may include but not limited to cold calling, warm calling, referrals, and partnering with Business Development Representative. Holds introductory interviews with businesses and organizations using AFG's value added services and Strategic Selling methodology. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Time spent on these activities will be more significant while growing book of business.
o On a continuing basis, participates in sales training seminars and product knowledge workshops. Stays current and updates individual knowledge of insurance, finance and human resources by reading industry periodicals.
o Maintains a solid understanding of all AFG products and continually updates that knowledge.
o Keeps current with all follow-up activities on prospects and clients. Uses OnContact to track follow up requirements and being sure to use other tools like e-lines and The Update to maintain contact with customers and prospects.
o Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Meets Sent Synergy expectations.
o Completes weekly reports in a timely manner.
Qualifications:
Required Education: Bachelor''s Degree or equivalent combination of education and experience
Required
Experience: Less than 2 years Insurance Industry
Preferred
Experience: 2-4 years Insurance Industry Sales
Special Skill Requirements:
Mathematical
Operate Office Equipment
Organizational
Microsoft Office
Customer Relations
Verbal Communication
Written Communication
LICENSES & CERTIFICATIONS
Required: Life, Accident and Health, Property and Casualty Insurance License within 3 months
Other Duties and Responsibilities
Performs other duties as assigned.
Job Requirements
Adherence to Company policy and procedures is required.
Perform duties in accordance with the Vision & Values of Associated Banc-Corp.
Regular attendance is required.
Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, fax machine, calculator, multiple line telephones, typewriter, computers etc.).
Represent the organization in a professional and positive manner.
Maintain credit exception approval percentages within corporate approved guidelines
InsuranceEstimated Salary: $20 to $28 per hour based on qualifications.
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