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Posted: Monday, October 9, 2017 5:43 PM

Job Description:/h3:
Role and Responsibilities

Major Responsibilities
:Overall account management:utilizing TIA procedures, AMS and ImageRight 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 and photo inspections
:Provide accurate, thorough and timely quotes. Maintain immediate follow up system w/ clients
:Maximize new account sales by aggressively developing new business
:In order to meet/exceed agency recommendations, need to maintain thorough knowledge of all coverages and have the ability to clearly explain/sell on new business and recommend enhancements to current customers
:Thoroughly review renewals for remarketing and remarket appropriately
:Identify affiliate referral opportunities and process accordingly
:Identify account rounding/up selling opportunities and process accordingly
: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
:Review and maintain current task/to:do list in ImageRight system
:Provide administrative support as requested by Producers and other Sales:related staff members and additional duties as assigned by Management
:Provide support to other teammates by assisting all TIA clients as needed
Supplementary Duties
To exceed the expectations of our Personal Insurance customers by performing a variety of duties to meet their insurance needs.
Qualifications and Education Requirements
:Two year college degree in related field or equivalent experience
:Licensed insurance broker
Proven customer service and sales skills
Excellent organizational skills
Excellent computer and keyboarding skills; knowledge of word processing with Windows experience
Ability to work and collaborate within a team environment
Ability to self:direct the completion of job duties

Microsoft Applications
Other various office equipment
AMS experience is desirable

Physical Requirements
Requires the ability to lift 0:10 lbs on a frequent basis.
Movement that may be required for a prolonged period of time, includes, but is not limited to: sitting, standing, bending, leaning, pushing, stretching, reaching and typing as is common and typical in an office environment.

Company Description:/h3:
We offer a team environment, competitive salaries, exceptional fringe benefits, training and development opportunities, and advancement possibilities. Tompkins Insurance Agencies, Inc. employees are continually being exposed to new products and technology leading to many diverse career opportunities.


• Location: le roy, Rochester

• Post ID: 31610597 rochester is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017