Employee Benefits Sales Consultant I

Associated Bank Brookfield , WI 53005

Posted 3 months ago

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.

Job Summary

Works with company owners, presidents, CEO's, controllers, human resources professionals, and executive directors on a daily basis tailoring insurance, employee benefit, financial programs, retirement plans and human resources programs. Spends a portion of their time seeking out new business. Acts as the quarterback on the service team to meet client expectations and retain clients.

Compliance Statement

Responsible for expanding and deepening customer relationships by identifying customers' needs comprehensively and matching their needs with selections and resources within the colleague's assigned business line and across all business lines of Associated Bank.

As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner.

Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customer's best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.

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 AccountabilitiesServices 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 up to 50% of time outside of the office on sales and service activities.

Sources prospects through a variety of means which may include but not limited to cold calling, warm calling, referrals, networking, and partnering with business development representatives. Holds introductory interviews with businesses and organizations using the agency's value added services and Strategic Selling methodology.

Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Also works on leads which are referred from consultant III's because their size is too small for the Consultant III.

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.

Maintains a solid understanding of all agency products and continually updates that knowledge.

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.

Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Meets Sent Synergy expectations.

Completes weekly reports in a timely manner.



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Employee Benefits Sales Consultant I

Associated Bank