Business Insurance Account Executive - Valley National Bank

Responsibilities include, but are not limited to:


* Responsible for the servicing and marketing of a book of business as assigned by direct manager.
* Responsible for analysis of policy forms, complex and detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients and assisting clients with understanding of policy coverages.
* Responsible for renewing all assigned policies to ensure they are issued on a timely basis and in accordance with prescribed workflows. This includes detailed documentation in Epic system.
* Knowledge and use of platforms such as EPIC, INDIO, CSR24 and Lineslip.
* Responsible for monitoring management reports in Epic including Expiration Reports and other reports as assigned by Dept Manager.
* Develops and maintains relationship with assigned commercial clients, including in depth coverage analysis, presentations to clients, analyzing risks and identifying exposures.
* Direct and frequent involvement and negotiations with insurance company underwriters.
* Training of other staff members as well as participation in training of new employees.
* Reliance on extensive experience and judgement to plan and assist in accomplishing department goals as set by department manager and senior management.





Required Skills:


* Strong insurance technical skills -- must have deep knowledge of commercial insurance coverages, policy forms and insurance industry marketplace.
* Strong organizational skills to effectively manage book of commercial business.
* Strong communication skills -- directly works with all VIS Depts, Insurance carrier underwriters and larger clients.

Required Experience:


* High School Diploma or GED and a minimum of 8 years relevant agency experience.
* Insurance broker's license.
* Bachelor's degree preferred.
* Additional insurance designations (i.e., CPCU, CIC) also preferred.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled