Business Insurance Account Manager - Valley National Bank

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)

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled