Business Insurance Account Manager Job Listing at Valley Bank in West Palm Beach, FL (Job ID 24-1110)

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.