Valley Insurance Services ยท 3 days ago
Commercial Lines Account Executive
Florida, United States
Full-time
Remote
Senior Level, Lead/Staff
$100K/yr - $120K/yr
8+ years exp
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Hiring Manager
Nicholas Bilotto
Insider Connection @Valley Insurance Services
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Responsibilities
Responsible for the servicing and marketing of a book of business as assigned by direct manager.
Responsible for analysis of policy forms, complex and detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients and assisting clients with understanding of policy coverages.
Responsible for renewing all assigned policies to ensure they are issued on a timely basis and in accordance with prescribed workflows. This includes detailed documentation in Epic system.
Knowledge and use of platforms such as EPIC, INDIO, CSR24 and Lineslip.
Responsible for monitoring management reports in Epic including Expiration Reports and other reports as assigned by Dept Manager.
Develops and maintains relationship with assigned commercial clients, including in depth coverage analysis, presentations to clients, analyzing risks and identifying exposures.
Direct and frequent involvement and negotiations with insurance company underwriters.
Training of other staff members as well as participation in training of new employees.
Reliance on extensive experience and judgement to plan and assist in accomplishing department goals as set by department manager and senior management.
Qualification
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Required
Strong insurance technical skills -- must have deep knowledge of commercial insurance coverages, policy forms and insurance industry marketplace.
Strong organizational skills to effectively manage book of commercial business.
Strong communication skills -- directly works with all VIS Depts, Insurance carrier underwriters and larger clients.
High School Diploma or GED and a minimum of 8 years relevant agency experience.
Insurance broker's license.
Preferred
Bachelor's degree preferred.
Additional insurance designations (i.e., CPCU, CIC) also preferred.
Company
Valley Insurance Services
Valley Insurance Services, a subsidiary of Valley National Bank, provides individuals and businesses with personalized insurance guidance.
1,001-5,000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase
