Personal Insurance Account Manager - West Palm Beach, FL

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth-with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you-working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well.

The Account Manager will develop and maintain favorable relationships with new and existing clients in order to increase revenue. Ensure that organizational services consistently meet client needs. Work independently and is responsible for sustaining and renewing assigned book of accounts. Typically handles small to medium size accounts.

• Service a book of business representing approximately $2-3M premium.
• Analysis of policy forms, prepares coverage comparisons, identifying exposures, making appropriate recommendations to clients and assisting clients with understanding of policy coverages.
• Renew all assigned policies to ensure they are issued according on a timely basis and in accordance with prescribed workflows. This includes detailed documentation in Epic system.
• Monitor reports on Epic (agency answer) as assigned by Dept Manager.
• Develop and maintain relationship with assigned clients, handling all servicing requests.
• Direct and frequent involvement and negotiations with insurance company underwriters.
• May involve training of other staff members as well as participation in training of new employees.
• Reliance on industry experience and judgement to plan and assist in accomplishing department goals as set by department manager and senior management.

• Strong insurance technical skills -- must have knowledge of insurance coverages, policy forms and insurance industry marketplace.
• Organizational skills to properly manage book of business.
• Communication skills -- Involvement with other VIS Depts, Insurance carrier underwriters, clients.

• High School Diploma or GED and a minimum of 3 years agency (or related) experience.
• Insurance brokers license preferred.