Account Executive- Commercial Lines Insurance @ Tompkins Community Bank | Jobright.ai
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Account Executive- Commercial Lines Insurance jobs in Batavia, NY
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Tompkins Community Bank · 17 hours ago

Account Executive- Commercial Lines Insurance

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BankingInsurance

Insider Connection @Tompkins Community Bank

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Responsibilities

Proactively identify and prospect new business opportunities.
Develop and maintain a robust pipeline of potential clients.
Generate referrals through networking, industry events, and client relationships.
Conduct needs analysis with prospective clients to identify their risk management and insurance program goals and challenges.
Present tailored solutions that include property, casualty, inland marine and other lines.
Educate clients on insurance market trends, risk management best practices, and cost management strategies.
Presenting and delivering compelling presentations and proposals.
Negotiate terms and close sales to achieve or exceed sales goals.
Work with internal account management teams to ensure seamless onboarding and ongoing support for clients.
Stay informed on industry trends, competitor offerings, and legislative changes impacting the marketplace.
Develop sales strategies based on market analysis and target demographics.
Build long-term relationships with clients to ensure retention and uncover cross-selling opportunities.
Partner with insurance carriers and vendors to secure competitive pricing and innovative product offerings.
All other duties as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Commercial Lines ExperienceB2B Sales ExperienceCommercial Insurance KnowledgeActive Insurance License

Required

Three plus years of proven experience in Commercial Lines
Proven experience in B2B sales, preferably in insurance.
Excellent communication and presentation skills.
Ability to build rapport and establish trust with clients.
Strong negotiation and problem-solving abilities.
Self-motivated with a results-oriented mindset.
Active state insurance license(s) for property and casualty (or ability to obtain within a designated timeframe).

Preferred

Associate’s degree in business, Marketing or related field
Strong knowledge of commercial insurance coverage forms and industry trends

Benefits

Dental
Vision
401(k) Match
Profit Sharing
Paid Time Off
11 Holidays
Tuition Reimbursement
Free Parking throughout Tompkins Community Bank
Employee Referrals

Company

Tompkins Community Bank

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Tompkins Community Bank offers banking, insurance, and wealth management services to local families and businesses.

Funding

Current Stage
Late Stage

Leadership Team

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Scott Gruber
Retired President & Chief Executive Officer
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Patrick A'Hearn, Esq., CAMS
Corporate VP, BSA/AML/OFAC Officer
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Company data provided by crunchbase
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