- 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.
- Strong insurance technical skills -- must have knowledge of commercial property and casualty coverages, policy forms and the insurance industry marketplace.
- Strong attention to detail and organizational skills to properly manage a book of Business Insurance accounts.
- Strong communication skills -- directly works with VIS Departments, Producers, clients, insurance carrier and wholesale partners.
- Proficiency with Microsoft Office and electronic agency management systems, Applied EPIC, CSR24, INDIO preferred.
- High School Diploma or GED and a minimum of 5 years demonstrated knowledge of Property - Casualty Insurance.
- Agents or brokers' license for assigned markets/states.
- Bachelor's degree.
- Additional insurance designations (ie CIC, CPCU)
Skills Required
- Knowledge of commercial property and casualty coverages, policy forms and the insurance industry marketplace
- Strong attention to detail and organizational skills to manage a book of Business Insurance accounts
- Strong communication skills working with producers, clients, carriers, wholesale partners, and internal departments
- Proficiency with Microsoft Office
- Experience with Applied EPIC
- Experience with CSR24
- Experience with INDIO
- High School Diploma or GED
- Minimum of 5 years demonstrated knowledge of Property-Casualty Insurance
- Agents or brokers' license for assigned markets/states
- Bachelor's degree
- Additional insurance designations (e.g., CIC, CPCU)
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.
