Insurance Account Manager

2 weeks ago


Batavia, Illinois, United States Tompkins Community Bank Full time
Job Summary:

As an Insurance Account Manager at Tompkins Community Bank, you will be responsible for consistently meeting or exceeding the expectations of our Personal Insurance customers. This role requires strong customer service skills, the ability to develop exceptional sales skills, and a proven track record of meeting or exceeding sales goals.

Key Responsibilities:

Utilize TIA procedures, AMS, Image Right & all TIA systems to manage overall account management.
Prepare quotes in fulfilling clients' needs and expectations using PL Rater.
Complete service requests, including claims, premium payments, policy endorsements, identification card issuance, photo & property inspections, and binders.
Establish expectations with current and prospective clients and provide accurate, thorough, and timely quotes.
Maintain a 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.
Review renewals for remarketing and remarket appropriately.
Process all incoming and outgoing 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 AEs 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.

Requirements:

An Associate's degree in a 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.

Benefits:

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

EEO Statement:

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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