No experience
Employment Type:
Full time
Job Category:
Commercial Lines Account Executive
(This job is no longer available)
Associated Bank | Brookfield, WI
Grad Date

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Job Description

Associated Benefits and Risk Consulting is looking to add a Commercial Lines Account Executive to our Brookfield team. We provide you with a wealth of resources to help you reach your full potential. Every day at Associated Benefits and Risk Consulting brings real opportunities for success and career development. In fact, our employees made us one of the best places to work in the Midwest!


* Top earning potential -the more business you develop, the greater your income!
* 401K, Employee Stock Ownership Plan and Pension Plan
* Comprehensive benefit package, banking benefits and wellness programs
* Great Sales training and onboarding along with Personal & Professional Development
* Leading edge technology, comprehensive tools and resources to assist you -including top tier access to a wide variety of insurance carriers from regional to global
* HR Solutions -clients have direct access to HR Consultants and services
* Partnership with Associated Bank provides a competitive edge -we have the ability to service our client's total financial needs.
* Community involvement/volunteer opportunities highly supported. Networking opportunities with Company Resource Groups

Job Summary

The Account Executive is a critical part of the retention and cross selling process for clients of Associated. They ensure the client is fully aware of all services provided and that the client receives "Best of Class Service" from all agency resources to fulfill their needs and exceed their expectations. As the facilitator of the client team, they proactively communicate client expectations to all parties, develop and manage all aspects of the client relationship, partner with the sales staff in deepening the client relationship and build client revenue through deep sell opportunities. This position also supports the Consultant in the new client sales process.

Job AccountabilitiesAbility to independently coordinate and manage the implementation and/or commitments outlined in the Client Service Plan. Ensures all client service expectations are met or exceeded. Maintains primary responsibility for facilitating the Stewardship Reporting process and drafting the annual Stewardship Report.

Maintains expertise in all agency products and services (i.e. Client Technology Solutions, HR Solutions, Wellness, etc) and consistently recognizes or anticipates needs of clients and takes the necessary steps to ensure our clients are informed of solutions to further support the clients needs. Facilitates the implementation of value added services and frequently checks in with the client to ensure understanding and satisfaction with these services. (Examples include: client technology solutions, wellness, strategic planning facilitation, communication tools, etc). Solicit feedback from clients periodically to ensure service expectations are being met or ideally, exceeded.

Create, organize and present, along with the consultant, all educational needs via employee meetings. Ensures educational experiences for clients and their employees are accurate, timely, and professional.

Demonstrated expertise in legislative changes/updates, specialty product and/or services (such as global coverage, M & A activity) and has the ability to independently advise clients of the impact on their decisions. Additionally, AE actively engages in internal and external training.

Ability to independently perform a benefits coverage analysis for a client and make recommendations to the client that results in deep cross selling opportunities.

Responsible for creating and maintaining industry 'trend' resources in a central library and acts as liaison for colleagues using these resources for RFP's, Stewardship Reports, presentations, etc.

Actively engages with Strategic Partners and is able to independently represent their products, proactively collaborates on meeting needs of mutual clients, independently negotiate needs of our clients, and routinely provides feedback to Strategic Partners that results in higher value products and services (for our clients).

Keep clients up to date with legislative and mandate changes or any other related news, updates and trends.

Work with other Account Executives to improve processes and procedures and acts as a backup to others to ensure clients' needs are met.

Demonstrated ability to independently maintain accounts in transition (from one consultant to another or to rebalance a book of business) or temporarily act in a lead role on an account without direction.

Responsible for supporting and training new Account Executive's, by assisting in their understanding of regulatory requirements and understanding of solutions/services. Keeps management apprised of new AE training needs, results, and client experiences. Actively participate in re-enforcement training and new case implementations and works with Client Service team to ensure consistent resolution of client escalated issues.

About Associated Bank

Associated Banc-Corp, headquartered in Green Bay, Wis., is a diversified multibank holding company with total assets of $21 billion. Associated has more than 300 banking offices serving more than 170 communities in Wisconsin, Illinois, and Minnesota. The company offers a full range of traditional banking services and a variety of other financial products and services.