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Insurance Sales Producer (Rochester, NY)

Company: Tompkins
Location: Pittsford
Posted on: November 22, 2021

Job Description:


  • Responsible for performing a variety of duties to support Tompkins Insurance Agencies by obtaining, developing, expanding and servicing accounts.
  • Positions are available in Personal Lines, Commercial Lines, and Employee Benefits, based on experience and interest.


    • Exceed the expectations of our customers by performing a variety of duties to meet their insurance service needs.
    • Sell new and renewal accounts in keeping with agency and individual goals.
    • Renews existing book of business to meet or exceed Agency retention's goals and create cross sell opportunities to current insured's.
    • Actively identify referral opportunities for our affiliates.
    • Provide field services in support of sales duties.
    • Facilitate and manage as appropriate individual claims.
    • Develop prospects through an organized direct solicitation program, referrals from present accounts, affiliates, and other contacts.
    • Develop all information and recommendations for prospective accounts, present proposal and adhere to agency policies and procedures for writing new accounts.
    • Conduct quoting process in association with Agency defined policies, procedures, and guidelines.
    • Identify account rounding/up-selling opportunities and process accordingly.
    • Maintain a concern for timeliness and completeness when interacting with clients, agency, and company personnel to minimize potentials for E & O claims.
    • Perform special projects at management's request.
    • Provide guidance to clients and assist in the facilitation of the claims process.

      Additional Responsibilities:

      • Joins local community organizations and attends community events after work as a means of marketing the Agency in the community.
      • Actively participates in the community in a manner that reflects favorably on the Agency.
      • Develops a presence in the community networking with local leaders and the business communities.
      • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of harassment and other forms of illegal discriminatory behavior in the work place.
      • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of compliance and procedures including all regulatory requirements.
      • All other duties as assigned.


        • Bachelor's degree in a related field is preferred; specialized insurance training or experience preferred.
        • Two years of experience in a similar position is highly desirable and must be licensed in the state of NY/PA requirements.
        • Ability to work both independently and as a member of a team and to communicate effectively through both written and oral communications.
        • Customer service and sales support experience is preferred.
        • Self-starter with positive attitude and excellent interpersonal skills in dealing with clients and all levels of employees.
        • Current working knowledge of either commercial or personal lines account policies and procedures.
        • Valid and acceptable driver's license.
        • Intermediate skill level in Microsoft Word, Excel and PowerPoint.
        • Demonstrated ability to manage multiple projects and deadlines.
        • Exceptional attention to detail and organizational skills.
        • AMS experience is desirable.

          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 or expression, sexual orientation, and genetic information, or any other protected status in accordance with applicable federal and state laws.

Keywords: Tompkins, Rochester , Insurance Sales Producer (Rochester, NY), Sales , Pittsford, New York

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