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Business Insurance Client Success Manager

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Valley National Bank
Full Time position
Listed on 2026-08-09
Job specializations:
  • Sales
    Client Relationship Management, Insurance Sales
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Valley National Bank is seeking a client-focused Insurance Services Specialist to manage a portfolio of Business Insurance clients. You will analyze policy terms, prepare coverage comparisons, renewals, and coordinate with Producers and Account Executives to support servicing, billing, endorsements, and inquiries.

The role emphasizes accuracy, timely communications with clients and carriers, and maintaining documentation in Applied EPIC, with potential responsibility for relationship development

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