Business Insurance Account Mgr

Valley Bank • West Palm Beach, FL

9d

About The Position

This role is responsible for servicing a book of Business Insurance clients, analyzing policy terms and conditions, preparing coverage comparisons, identifying exposures, and making recommendations. The position involves renewing assigned policies, ensuring compliance with procedures and state regulations, and meticulously documenting activities in the Applied EPIC management system. Collaboration with Producers and Account Executives is key for client servicing needs, underwriting documentation, and sales support. The role may also involve directly developing and maintaining client relationships. Responsibilities include handling client billings, policy changes, cancellations, and coverage inquiries, as well as reviewing policies for accuracy and ordering necessary endorsements to prevent errors and omissions. Maintaining strong communication with clients and carriers is essential for client retention and meeting service timelines.

Requirements

• 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.
• 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.

Nice To Haves

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

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED