Account Executive - Personal Lines in Brockport, NY

$100K - $150K(Ladders Estimates)

Tompkins Financial Corporation   •  

Brockport, NY 14420

Industry: Finance & Insurance


5 - 7 years

Posted 63 days ago

This job is no longer available.

  • Brief Description
  • To exceed the expectations of our Personal Insurance customers by performing a variety of duties to meet their insurance service needs.
  • I
  1. To sell new and renewal accounts in keeping with agency and individual goals.
  2. To renew existing book of business to meet or exceed Agency retentions goals and create cross sell opportunities to current insured's.
  3. Actively identify referral opportunities for our affiliates.
  4. To provide field services in support of sales duties.
  5. To facilitate and manage as appropriate individual claims.
  • II
  1. Develop prospects through an organized direct solicitation program, referrals from present accounts, affiliates, and other contacts.
  2. Develop all information and recommendations for prospective accounts, present proposal and adhere to agency policies and procedures for writing new accounts.
  3. Conduct quoting process in association with Agency defined policies, procedures, and guidelines.
  4. Identify account rounding/up-selling opportunities and process accordingly
  5. Maintain a concern for timeliness and completeness when interacting with clients, agency, and company personnel to minimize potentials for E & O claims.
  6. Perform special projects at management's request.
  7. Provide guidance to clients and assist in the facilitation of the claims process.
  • We offer a competitive compensation and benefits package with comprehensive retirement benefits, 401(k), ESOP, and profit sharing plans.
  • Equal Employment Opportunity / Affirmative Action Employer Tompkins Financial Corporation is committed to the hiring, advancement and fair treatment of all individuals without regard to race, color, creed, religion, age, sex, national origin, disability, veteran status, marital status, family status, gender identity, sexual orientation, and genetic information, or any other protected status in accordance with applicable federal and state laws.
  • Requirements
  • Qualifications and Education Requirements
  • A B.S. or B.A. degree in a related field normally preferred; specialized insurance training or experience preferred.

Valid Through: 2019-9-16