What are the responsibilities and job description for the Care Center Account Manager - Personal Insurance position at Tompkins Community Bank?
To consistently exceed the expectations of our Personal Insurance customers by performing a variety of duties to meet their insurance service needs.
Responsibilities
• Receive and Process telephone service requests , including but not limited to, policy endorsements, cancellations, billing and identification card issuance
• Thoroughly and accurately document agency management system and ImageRight
• Maintain thorough knowledge of company procedures
• Process all in-coming and out-going mail
• Review Insurance company communications daily
• Review account renewals and endorsements (download and paper) for accuracy
• Complete the billing procedure for account transactions
• Provide assistance to customers reporting claims
• Review and maintain current ImageRight “To Do List”
• Identify and offer to customer account rounding and up selling opportunities
• Provide administrative support as requested by Producers and other staff members
• Additional duties as assigned by Management
Qualifications
• Two year college degree in related field or equivalent experience preferred
• Licensed insurance broker or ability and willingness to obtain license within one year of assignment
• Excellent phone skills
• Proven customer service skills
• Excellent organizational skills
• Excellent computer and keyboarding skills; knowledge of word processing with Windows experience
• Ability to work within a team environment
• Ability to self-direct the completion of job duties
• Microsoft Applications
• Other various office equipment
• AMS experience is desirable
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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#insurance
Pay Range
USD $16.75 - USD $19.00 /Hr.
Salary : $17 - $19