- 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.
- 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.
- Bachelor's degree preferred.
- Additional insurance designations (i.e., CPCU, CIC) also preferred.
Skills Required
- Deep knowledge of commercial insurance coverages, policy forms, and insurance marketplace
- Strong organizational skills to manage a book of commercial business
- Strong communication skills for interactions with departments, carriers, and clients
- Knowledge and use of EPIC, INDIO, CSR24 and Lineslip platforms
- High School Diploma or GED and a minimum of 8 years relevant agency experience
- Insurance broker's license
- Bachelor's degree
- Additional insurance designations (e.g., CPCU, CIC)
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
Valley Bank Insights
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
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