Personal Ins Placement Specl - West Palm Beach, FL

Valley National Bank
$30.60 - $51.04 / hr
paid time off
United States, Florida, West Palm Beach
1700 Palm Beach Lakes Boulevard (Show on map)
Aug 21, 2025
Back Personal Ins Placement Specl #25-840 West Palm Beach, Florida, United States Apply Apply for this job now! Apply Job Overview At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well. The Personal Insurance Acct Rep ensures that organizational services consistently meet client needs. Works independently and is responsible for assisting Placement Specialists, Account Managers and/or Dept Manager with servicing. Typically, does not handle an assigned book of business independently. Expected Work Hours 40 Job Description 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. Requirements Required Skills: Strong knowledge of personal insurance coverages, policy forms and insurance industry marketplace. High level of initiative in networking, prospecting and identifying sales opportunities. Strong communication skills for effective communication with clients, Valley business partners, team, producers and insurance carrier underwriters. Proficiency with Microsoft Office and electronic agency management system, CRM, Applied EPIC preferred. Required Experience: High school diploma or GED, and a minimum of 5 years agency personal insurance sales experience Preferred Experience: Bachelor's degree Full-time/Part-time Full-time FLSA Non-exempt Location(s). 1700 Palm Beach Lakes Blvd, West Palm Beach , Florida 33401 , United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range Pay Range The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $30.60 - $51.04 / hour Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.