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Account Manager I Commercial Property & Casualty
Associated Bank
Associated Bank
 
Job Location: Green Bay, Wisconsin
Job Type: Full-time
Shift: Day Job
Account Manager I Commercial Property & Casualty-1311446
Description
Equal Opportunity Employer

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

Provides customer service to Commercial Property & Casualty clients and support to Commercial P & C Consultants and Marketers with the goal of increasing new business production and client retention. Resolves client issues efficiently and accurately primarily through phone and electronic communication methods. Utilizes superior customer service skills to respond to client requests in methods that exceed their expectation. Responsible for managing the client and prospect by being accessible and responsive to the Consultants and keeping them advised of deadlines and updates, serving internal and external customers in a positive, professional manner, and following all guidelines on confidentiality.

KEY RESULT AREAS:
Exceptional customer service skills
Superior listening and communication skills
Effective problem solving skills
Attention to detail
Focus on accuracy
Sense of urgency
Client retention

JOB ACCOUNTABILITIES:

1. Resolves and answers any client problem or question by being an inside technical expert in commercial property & casualty and a client advocate with the carrier. Solve or advise on practical problems faced by clients and/or prospects in the areas of insurance. Deals with clients on routine, sensitive or urgent topics and be able to provide answers and advice either immediately or within a reasonable period of time. Interprets a variety of insurance laws, regulations, policies, procedures and convey the information to clients either directly or through written communication.

2. Anticipates clients needs and proactively initiates communication and/or resolution through introductory calls (introducing the client to their service team, administrative procedures, and contact information), pro-active semi-annual service calls (reviewing recent services, upcoming seminars/webinars, use of their electronic services, etc), and frequent updates during the life of an issue, client specific program support.

3. Maintains client and policy information in the customer management system including policies, endorsements, new and renewal business. Organizes work flow to ensure quick, efficient processing of mail, work-in-process issues, and client files to maintain a no backlog status

4. Provides support and assistance to Consultants including, assisting with client service issues brought to the Consultants attention; keeping the Consultant informed of insurance company underwriting procedures; setting appointments to meet with clients on renewals; obtaining claims experience reports and maintaining client files. Tracks and manages new business/rewrite submissions through the insurance company underwriting process.

5. Backs up other AM positions in the department or agency personnel as appropriate.

6. Develops expertise areas as assigned these may be in relation to specific products, insurance companies, or computer programs.

Qualifications
JOB SPECIFICATIONS

Minimum Education
Bachelors Degree or equivalent

Preferred Education
Bachelors Degree or equivalent

Minimum Experience
3-5 years customer service experience with at least 2 years experience in an insurance agency environment or with an insurance carrier.

Special Skill Requirements Computer Skills/Licensing/Certifications/Bonding
Wisconsin or Minnesota Property & Casualty Insurance License

General Physical Conditions
Light physical effort; routine handling of heavy objects up to 20 pounds or prolonged standing, keyboard, or CRT work (at least 50% of time)

Coordination/Visual Acuity
Normal coordination and/or visual attention in connection with the standard flow of work.

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.

Travel
Up to 10 days per year on average (generally same day travel)


Job: Insurance
Schedule: Full-time
Shift: Day Job
Primary Location: Wisconsin-Green Bay
Other Locations: Minnesota-Minnetonka, Wisconsin-Waukesha
Work Locations: GREEN BAY-SPRINGHURST DR
1150 Springhurst Dr - Suite 200
Green Bay 54304














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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