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Associated Bank
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Job Location: Kimberly, Wisconsin
Job Type: Full-time
Shift:
Day Job
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Business Insurance Sales Consultant Property & Casualty-1310081
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, CEOs, controller, human resources professionals, and executive directors on a daily basis tailoring property/casualty insurance programs. Spends a significant portion of their time seeking out new business. Builds and maintains relationships with a large network of contacts in order to facilitate new business production. Acts as the quarterback on the service team to meet client expectations and retain clients.
KEY RESULT AREAS
Business Development
Client Retention
Cross Sell and Deep Sell
JOB ACCOUNTABILITIES
1. 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 AFGs value added services and Strategic Selling methodology. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Expected to sell a minimum of $50,000 in two of first four years of employment. Spends at least 50% of time outside of the office on sales and service activities. Time spent on these activities will be more significant while growing book of business.
2. 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 clients. Work through their annual renewal by providing alternatives, shopping the market when necessary, etc.
3. 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.
4. Maintains a solid understanding of all AFG products and continually updates that knowledge.
5. Keeps current with all follow-up activities on prospects and clients. Uses OnContact to track follow up requirements and use other tools like e-lines and The Update to maintain contact with customers and prospects.
6. Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Meets Sent Synergy expectations.
7. Completes weekly reports in a timely manner.
Qualifications
JOB SPECIFICATIONS
Minimum Education
Four year college degree or equivalent experience.
Minimum Experience
0 -3 years of sales experience
Preferred Experience
3-5 years insurance industry sales experience
Special Skill Requirements
Must either have or obtain within 3 months of hire Life/Health and property/casualty insurance licensure.
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.
Strong computer skills
Professional attitude
Desire to grow with the company
Travel
Frequent day travel; overnight travel a few times per year. Valid drivers license required.
Job: Insurance
Schedule: Full-time
Shift: Day Job
Primary Location: Wisconsin-Kimberly
Other Locations: Wisconsin-Sheboygan, Wisconsin-Stevens Point, Wisconsin-Green Bay
Work Locations: KIMBERLY-EISENHOWER DR
711 Eisenhower Dr
Kimberly 54136
Associated Bank
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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