Valley National Bank Job - 37101600 | CareerArc
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Company: Valley National Bank
Location: FL
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services

Description

The Insurance Producer will sell insurance products to new and existing clients, maintains relationships with clients; assists clients in determining appropriate coverage and oversees the general servicing of accounts.
Responsibilities include but are not limited to:

  • Sale of insurance products with goal of building and maintaining a book of business.
  • Work closely with Marketing Dept 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.


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