Business Insurance Account Mgr

Valley Bank; West Palm Beach (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Valley Bank is seeking an experienced Insurance Services Specialist to service a book of Business Insurance clients, analyze policy terms, and prepare detailed coverage comparisons for recommendations. You will renew policies, ensuring compliance with procedures and state requirements, with documentation in Applied EPIC.

You will collaborate with Producers and Account Executives on servicing needs, gather underwriting documentation, and support sales efforts.

Qualifications

• Minimum 5 years knowledge of Property-Casualty Insurance.
• Agents or brokers license for assigned markets/states.
• Bachelor's degree preferred.
• Strong attention to detail and organization.
• Excellent communication with clients, carriers and partners.

Responsibilities

• Servicing a book of Business Insurance clients as assigned by Department Leader.
• Analyze policy terms and conditions, prepare coverage comparisons and recommendations.
• Renew policies to ensure issuance per procedures and state requirements; document in Applied EPIC.
• Collaborate with Producer/Account Executive on servicing needs and underwriting documentation.
• Develop and maintain client relationships in the absence of an insurance producer or AE.
• Handle client billings, policy changes, cancellations, and coverage inquiries.
• Review policies for accuracy and initiate endorsements to avoid errors and omissions.
• Maintain communication with clients and carriers to drive retention and servicing timelines.

Skills

Insurance knowledge (P&C)

Attention to detail

Communication skills

MS Office / Applied EPIC

CSR24 / INDIO familiarity

Education

High School Diploma or GED

Property-Casualty license for assigned markets/states

Bachelor's degree (preferred)

Tools

Applied EPIC

CSR24

INDIO

Job description

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)