New 
Personal Ins Placement Specl - West Palm Beach, FL
 Valley National Bank | |
 United States, Florida, West Palm Beach | |
 Aug 19, 2025 | |
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Responsibilities include but are not limited to:
* Identify and develop centers of influence within the communities served to increase sales, provide ongoing referrals and leads for all Valley Insurance Services. * Represents VIS at local events, serving with local charities, fund raisers, etc. where business development opportunities exist to bring awareness to VIS's capabilities. * Participates in industry trade groups and business associations to enhance Valley Insurance Services' brand. * Handle referrals and identify cross sell opportunities from internal service teams, Producers, and Valley Bank partners including Retail Banking and Residential Mortgage Servicing. * Attain annual sales goals set by Director of Personal Lines. * Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details. * Possesses the knowledge of insurance markets, including the underwriting criteria of external carrier partners' products, to sell effectively and increase revenue. * Follow all procedures and regulations set forth by the agency, insurance carriers and state departments of insurance. | |