Valley Bank - West Palm Beach, FL
posted 22 days ago
Full-time - Entry Level
West Palm Beach, FL
Credit Intermediation and Related Activities
About the position
The position at Valley Bank is an entry-level role focused on the sale of insurance products. The primary goal is to build and maintain a book of business while collaborating with various departments to provide excellent service to clients. This role involves direct interaction with insurance carriers and clients, requiring strong communication and organizational skills.
Responsibilities
- Sale of insurance products with the goal of building and maintaining a book of business.
- Work closely with Marketing Department staff to obtain quotes from Insurance Carriers.
- Work directly with Insurance Carriers to obtain proposals and provide service to clients, where appropriate.
- Present new/renewal proposals to clients, including explanation of coverages and pricing options.
- Review existing accounts at least annually and advise customer service/marketing to determine whether the account should be marketed.
- Meet or exceed monthly or annual sales volume goals as established by management.
- Complete projects, establish processes and protocols relating to sales initiatives as may be assigned by management.
Requirements
- Strong communication skills to interact with clients and insurance carriers.
- Ability to work collaboratively with marketing and other departments.
- Basic understanding of insurance products and services.
- Sales-oriented mindset with a focus on achieving goals.
Nice-to-haves
- Previous experience in sales or customer service roles.
- Familiarity with insurance products and the financial services industry.
