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Open nowFirst seen 5 days ago

Business Insurance Account Mgr

Valley National Bank181 open roles

Where
West Palm Beach, FL, USA
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Your applicationOpen nowBusiness Insurance Account MgrValley National Bank · West Palm Beach, FL, USA
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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Valley National Bank postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

Valley National Bank median: 2 days open

The posting

Responsibilities include but are not limited to:

  • Responsible for the servicing of a book of Business Insurance clients as assigned by Department Leader.
  • Responsible for analysis of policy terms and conditions, preparing detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients.
  • Responsible for renewing assigned policies to ensure they are issued in accordance with prescribed procedures, workflows and state departments of insurance. This includes detailed documentation in Applied EPIC management system.
  • Collaborate and support Producer and/or Account Executive on clients servicing needs, gathering of underwriting documentation and providing sales support.
  • May be primarily responsible for developing and maintaining relationships with assigned clients, in absence of an insurance producer and/or Account Executive.
  • Handling of client billings, policy changes, cancellations, and coverage inquiries.
  • Reviews policies to ensure accuracy, order correcting endorsements if needed, to avoid and eliminate potential errors and omissions.
  • Maintain proper level of communication with clients and carriers to drive retention and meet servicing timelines.

Required Skills:

  • Strong insurance technical skills -- must have knowledge of commercial property and casualty coverages, policy forms and the insurance industry marketplace.
  • Strong attention to detail and organizational skills to properly manage a book of Business Insurance accounts.
  • Strong communication skills -- directly works with VIS Departments, Producers, clients, insurance carrier and wholesale partners.
  • Proficiency with Microsoft Office and electronic agency management systems, Applied EPIC, CSR24, INDIO preferred.

Required Experience:

  • High School Diploma or GED and a minimum of 5 years demonstrated knowledge of Property - Casualty Insurance.
  • Agents or brokers' license for assigned markets/states.

Preferred Experience:

  • Bachelor's degree.
  • Additional insurance designations (ie CIC, CPCU)
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