Commercial Lines Account Manager

4 days ago


Wyomissing, Pennsylvania, United States Tompkins Community Bank Full time
Job Summary

We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at Tompkins Community Bank. The successful candidate will be responsible for developing and expanding our commercial insurance business by building strong relationships with clients and identifying new sales opportunities.

Key Responsibilities
  • Exceed client expectations by providing exceptional service and support
  • Sell new and renewal accounts to meet or exceed agency and individual goals
  • Renew existing book of business to meet or exceed agency retention goals and create cross-sell opportunities
  • Actively identify referral opportunities for our affiliates
  • Facilitate and manage individual claims as appropriate
  • Develop prospects through an organized direct solicitation program and referrals
  • Develop all information and recommendations for prospective accounts and present proposals
  • Conduct quoting processes in association with agency-defined policies and procedures
  • Identify account rounding and up-selling opportunities and process accordingly
  • Maintain a concern for timeliness and completeness when interacting with clients, agency, and company personnel
Ancillary Duties
  • Join local community organizations and attend community events to market the Agency
  • Participate in community activities that reflect favorably on the Agency
  • Develop a presence in the community by networking with local leaders and business communities
  • Abide by current laws and organizational policies and procedures to promote a harassment-free work environment
  • Cooperate with and participate in internal policies, procedures, and practices to support compliance and regulatory requirements
Qualifications
  • Bachelor's degree
  • Minimum two years in a similar position, licensed per state of NY/PA requirements
  • Proficient in verbal and written communications, with effective presentation skills
  • Working knowledge of commercial line account policies and procedures, moderate computer skills, and knowledge of online data systems
  • Valid and acceptable driver's license
  • Assertive and self-motivated with the ability to influence others
Benefits
  • Dental
  • Vision
  • 401(k) Match
  • Profit Sharing
  • Paid Time Off
  • 11 Holidays
  • Tuition Reimbursement
  • Free Parking throughout Tompkins Community Bank
  • Employee Referrals

Tompkins Community Bank 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 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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