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Business Insurance Account Mgr

Valley Bank
Posted 2 months ago, valid for 9 days
Location

West Palm Beach, FL, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position involves servicing a book of Business Insurance clients and requires a minimum of 5 years of experience in Property-Casualty Insurance.
  • Responsibilities include analyzing policy terms, preparing coverage comparisons, and renewing policies in compliance with state regulations.
  • The role also involves collaborating with Producers and Account Executives, managing client billings, and ensuring accurate policy documentation.
  • Strong communication skills and proficiency in Microsoft Office and electronic agency management systems are essential for success in this role.
  • A High School Diploma or GED is required, along with an agents or brokers' license for assigned markets/states, while a salary is not specified in the 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.
Qualifications
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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