2 financial relationship banker jobs found in Rochester, NY

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Purpose :      Assist   with client services for new and existing accounts to achieve Agency sales goals and service standards     Essential Duties and Responsibilities:   Issue r enewal   c ertificates along with daily certificate s   requested. Issue   within 24 hours of   request, unless   carrier approval   required .   Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare   exposure   summaries when requested .   Issu e   Change Requests and Auto ID Cards   using carrier website when applicable   Bill and process endorsements within 5 days of receipt from Account Manager . Bill and process basic audits within the same   timeframe .   Maintain account files, overseeing that documents are attached in...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Executive to join our growing team in Rochester, NY! The Commercial Lines Account Executive is responsible for independently providing work client deliverables to each client, to become a trusted advisor to the client, and support of the Sales team. How You Will Contribute: Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. Work with AA to trouble shoot problems /issues with carriers/clients to resolve issue. Meet regularly with Account Assistants to review account service needs, identify and resolve any problems that arise. Follow-up to address customer needs and resolve any problems or issues. Participate in client relationship - communicate with clients...