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Company: Valley Bank
Location: West Palm Beach, FL
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services

Description

Responsibilities include but are not limited to:

  • 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.


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