Finance & Insurance Manager jobs in Appleton, WI

Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Team Manager, Complaint Resolution - Hybrid
  • Aqua Finance
  • Schofield, WI FULL_TIME
  • Team Manager, Complaint Resolution - Hybrid

    In compliance with the company policies and procedures, the purpose of the Team Manager, Complaint Resolution is to lead a high functioning Complaints Resolution team and provide an unmatched experience for our customers. The Team Manager, Complaint Resolution is responsible for leading the complaints management processes, ensuring complaints are resolved accurately within set SLAs, and reporting on complaint trends. This role will also provide support to the Customer Experience team for 2nd shift and in the absence of a team manager.

    Essential Functions

    • Lead a high performing complaints resolution team to deliver exemplary customer experience.
    • Review, assign, and provide supervision of all complaint resolution activity to ensure compliance with regulatory requirements, specific resolution procedures, and in accordance with applicable laws.
    • Manage team’s performance by tracking and analyzing improvement opportunities and effectively coaching the team as needed.
    • Track, report, and analyze SLA performance on a daily, weekly, and monthly basis to ensure complaints are closed within the set SLAs.
    • Execute, maintain, and enhance the complaint management program to ensure adequate processes are in place for identifying, logging, and managing complaints.
    • Complete ad hoc root cause investigation of complaints escalated to the executive team and regulatory bodies.
    • Coordinate with AVP-Customer Complaint Management on team performance, complaints, and resolution trends.
    • Collaborate with Dealer Oversight, Sales, Compliance, and Legal teams to find agreeable resolutions for complaints and address complaints/ trends.
    • Lead daily/weekly/monthly meetings with cross-functional teams to discuss emerging trends and tactical action plans.
    • Assist in the ongoing development and improvement of the Complaints Resolution group.
    • Ongoing training of current and new team members.
    • Monitor and manage day to day responsibilities of the Complaints Resolution team.
    • Support Team Manager, Customer Experience with answers to complex customer questions, requests, concerns, and complaints.
    • Answer incoming manager escalation calls.
    • Solve customer questions, requests, concerns, and complaints.
    • Communicate effectively and professionally with customers and employees both written and verbally.
    • Responsible for onsite managerial support including office operations, safety coordination, and facilities coordination
    • Perform other duties as assigned

    Required Education and Experience

    • High School Diploma or GED equivalent required.
    • Bachelor’s degree preferred.
    • 5 years complaint resolution or accounts/claims investigation experience required.
    • 3 years leadership experience in the financial industry preferred.
    • Bilingual (English and Spanish) candidates strongly preferred.
    • Ability and willingness to provide excellent customer service to resolve problems, answer questions, and manage difficult situations that arise.
    • Strong research and analytical skills, with attention to detail.
    • Strong problem-solving skills, with the ability to seek out and offer business-oriented and customer-oriented solutions.
    • Ability to prioritize and manage multiple tasks with a high level of efficiency and flexibility.
    • Ability to use a computer, fax, or telephone application to manage large amounts of information, including creating and editing simple databases, systems, and software by inputting data, retrieving specific documents, and creating reports to communicate information.
    • Proficient in the utilization of Microsoft Office Suite.
    • Attention to detail and accuracy required.
    • Excellent verbal and written communication skills required.

    Physical Demands

    While performing the duties of this job, the employee is frequently required to sit, stand, walk, visualize, talk, hear, and handle or touch objects or controls. The employee may occasionally lift, push, or pull up to 20 pounds.

    This position is an office-based position where you must be able to sit for long periods of time. The employee will be working on a computer 90% of the time.

  • 1 Month Ago

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Assistant Branch Manager
  • Heights Finance Corporation
  • Wausau, WI FULL_TIME
  • Overview We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Assistant Manager supports all aspects of branc...
  • 13 Days Ago

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Insurance Customer Service Rep / Account Manager (Hybrid)
  • TRICOR Insurance
  • Plymouth, WI FULL_TIME
  • Are you very customer-service oriented? Do you have excellent administrative and organizational skills? Can you juggle tasks and interruptions like a champ? Do you value a job where you can stay busy ...
  • 12 Days Ago

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Finance Rotational Analyst
  • Jewelers Mutual Insurance Company, SI
  • Neenah, WI FULL_TIME
  • Jewelers Mutual Insurance Company, the nation's only company exclusively insuring the jewelry industry is hiring for a Finance Rotational Analyst to work in our Neenah, WI office! WHY Jewelers Mutual:...
  • 10 Days Ago

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Manager, Finance
  • kohler
  • Kohler, WI FULL_TIME
  • Location: Onsite at Kohler, WIOpportunityThis dynamic role supports and influences the Hospitality segment within Kohler Company. Reporting to the Group CFO, the Financial Planning & Analysis (FP&A) M...
  • 10 Days Ago

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Finance Manager
  • Kohler Co.
  • Kohler, WI FULL_TIME
  • Finance ManagerWork Mode: HybridLocation: Kohler, WIOpportunityThe Manager – Finance supports budgeting, forecasting, long-term planning, and the deployment of business strategy for Kohler’s Global Ki...
  • 1 Month Ago

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0 Finance & Insurance Manager jobs found in Appleton, WI area

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Associate Financial Representative
  • Modern Woodmen of America
  • Fond du Lac, WI
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/26/2024 12:00:00 AM

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Nurse Aid Training Program (CNA Training paid by Employer) Brewster Village
  • Outagamie County, WI
  • Appleton, WI
  • Salary: $19.37 Hourly Location : Appleton, WI Job Type: Casual Call Non-Benefit Eligible Job Number: 2402908 Department:...
  • 4/26/2024 12:00:00 AM

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Benefits Coordinator
  • Air Wisconsin Airlines
  • Appleton, WI
  • With general supervision from the Director of Benefits & Risk Management, the Benefits Coordinator will be responsible f...
  • 4/26/2024 12:00:00 AM

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Executive Sales Underwriter
  • Berkley
  • Appleton, WI
  • Company Details: Berkley Fire & Marine Underwriters was launched in 2013 and is a W. R. Berkley operating unit offering ...
  • 4/25/2024 12:00:00 AM

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1st Shift Warehouse Forklift Operator - Menasha, WI (Monday-Friday)
  • WOW LOGISTICS COMPANY LLC
  • Menasha, WI
  • Job Details Level Entry Job Location Menasha Distribution Center - Menasha, WI Position Type Full Time Education Level N...
  • 4/24/2024 12:00:00 AM

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Automotive Sales Manager, Top Tier Salary, Experience Req'd!
  • Patriot Motors of Sturgeon Bay
  • Appleton, WI
  • 812 Green Bay Rd, Sturgeon Bay, WI 54235 Automotive Sales Manager Auto Sales Manager Experience is Required Hiring for S...
  • 4/23/2024 12:00:00 AM

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F&I Manager
  • Camping World
  • Green Bay, WI
  • Job Description Camping World Holdings, Inc., headquartered in Lincolnshire, IL, (together with its subsidiaries) is Ame...
  • 4/22/2024 12:00:00 AM

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PT Sales Associate
  • LOVESAC COMPANY
  • Appleton, WI
  • Job Details Job Location Fox River Mall - Appleton, WI Position Type Part Time Education Level High School Salary Range ...
  • 4/22/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Finance & Insurance Manager jobs
$75,480 to $114,070
Appleton, Wisconsin area prices
were up 1.3% from a year ago

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