Personal Insurance Sales/Service Account Manager - Batavia, NY

To consistently meet or exceed the expectations of our Personal Insurance customers. Working together with your teammates to grow and develop our book of business while adhering to the processes and procedures of our company.

• Overall account management-utilizing TIA procedures, AMS, Image Right & all TIA systems
• Utilize PL Rater when preparing quotes in fulfilling clients’ needs and expectations
• Complete service requests including but not limited to claims, premium payments, policy endorsements, identification card issuance, photo & property inspections, binders.
• Establish expectations with current and prospective clients and provide accurate, thorough and timely quotes.
• Maintain follow up system to maximize retention and hit ratio.
• Proactively develop prospects through referrals from present accounts and affiliates.
• Sell new and renewal accounts in keeping with agency and individual office goals.
• Manage the existing book of business to meet or exceed Agency retentions goals, create cross sell opportunities, upsell coverages, and identify account rounding opportunities within the current customer base.
• Develop and maintain a thorough knowledge of all coverages and have the ability to clearly explain them to new customers and recommend enhancements to current customers
• Thoroughly review renewals for remarketing and remarket appropriately
• Process all in-coming and out-going mail (where applicable)
• Deposit premium dollars into company bank account daily, including sweep accounts, reconcile and ensure accuracy (where applicable)
• Review account renewals and endorsements (download and paper) for accuracy
• Complete the billing procedure for account transactions
• Answer incoming customer calls
• Review and maintain current task/to-do list in ImageRight system
• Learn all required company websites for quoting, processing, and servicing
• Provide administrative support as requested by AE’s and other Sales-related staff members
• Provide support to other teammates by assisting all TIA clients (regardless of location) as needed
• Additional duties as assigned by Management

• An Associate’s degree in related field or equivalent experience is preferred.
• New York state Insurance License or the ability to obtain one within 3 months
• Proven customer service skills and ability to develop exceptional sales skills
• Excellent organizational, communication and phone skills
• Excellent computer and keyboarding skills and knowledge of word processing with Windows experience; working knowledge of Microsoft Excel is preferred.
• Ability to work within a team environment
• Ability to work in a fast-paced, multiple-task environment with a high-disruption rate
• Ability to self-direct the completion of job duties

• Medical
• Dental
• Vision
• 401(k) Match
• Profit Sharing
• Paid Time Off
• 11 Holidays
• Tuition Reimbursement
• Free Parking throughout Tompkins Community Bank
• Employee Referrals

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.

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• Overall account management-utilizing TIA procedures, AMS, Image Right & all TIA systems
• Utilize PL Rater when preparing quotes in fulfilling clients’ needs and expectations
• Complete service requests including but not limited to claims, premium payments, policy endorsements, identification card issuance, photo & property inspections, binders.
• Establish expectations with current and prospective clients and provide accurate, thorough and timely quotes.
• Maintain follow up system to maximize retention and hit ratio.
• Proactively develop prospects through referrals from present accounts and affiliates.
• Sell new and renewal accounts in keeping with agency and individual office goals.
• Manage the existing book of business to meet or exceed Agency retentions goals, create cross sell opportunities, upsell coverages, and identify account rounding opportunities within the current customer base.
• Develop and maintain a thorough knowledge of all coverages and have the ability to clearly explain them to new customers and recommend enhancements to current customers
• Thoroughly review renewals for remarketing and remarket appropriately
• Process all in-coming and out-going mail (where applicable)
• Deposit premium dollars into company bank account daily, including sweep accounts, reconcile and ensure accuracy (where applicable)
• Review account renewals and endorsements (download and paper) for accuracy
• Complete the billing procedure for account transactions
• Answer incoming customer calls
• Review and maintain current task/to-do list in ImageRight system
• Learn all required company websites for quoting, processing, and servicing
• Provide administrative support as requested by AE’s and other Sales-related staff members
• Provide support to other teammates by assisting all TIA clients (regardless of location) as needed
• Additional duties as assigned by Management

• An Associate’s degree in related field or equivalent experience is preferred.
• New York state Insurance License or the ability to obtain one within 3 months
• Proven customer service skills and ability to develop exceptional sales skills
• Excellent organizational, communication and phone skills
• Excellent computer and keyboarding skills and knowledge of word processing with Windows experience; working knowledge of Microsoft Excel is preferred.
• Ability to work within a team environment
• Ability to work in a fast-paced, multiple-task environment with a high-disruption rate
• Ability to self-direct the completion of job duties