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Business Insurance Account Mgr

Valley National Bank
United States, Florida, West Palm Beach
Jul 24, 2026
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.