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Account Executive - Commercial Lines, Insurance

Provident Bank

Account Executive - Commercial Lines, Insurance Provident Protection Plus (PPP) is the insurance subsidiary of Provident Bank. PPP operates as a full‑service insurance agency offering commercial and personal insurance solutions designed to help clients identify, manage, and protect against risk. In addition to insurance placement, PPP provides consultative risk‑management expertise and partners closely with clients to deliver tailored coverage solutions. POSITION SUMMARY The Account Executive – Commercial Lines Insurance is a service role responsible for supporting Account Managers within the Commercial Lines department of Provident Protection Plus (PPP). This position services and manages a dedicated book of business and works closely with clients and insurance carriers to support renewals, policy changes, billing inquiries, and ongoing account needs. The role plays a key part in maintaining service standards and supporting the daily workflow of the PPP insurance team. The Account Executive will support daily client account management tasks as well as their own workload assigned to them. KEY RESPONSIBILITIES Service and manage a dedicated book of commercial lines accounts, including renewals, audits, cancellations, policy changes, billing inquiries, and client and carrier communications Perform administrative and operational duties such as updating client files and responding to client correspondence; support Commercial Lines team members across multiple office locations as needed Process billing for agency‑billed policies and assist with direct‑billed policies when required Retrieve and manage policy documentation from carrier portals to support account servicing Prepare summaries of insurance and related materials for internal and client meetings Perform other related duties as assigned SKILLS AND TRAINING REQUIRED Strong customer service and client relationship skills Commercial Lines insurance experience preferred Detail‑oriented with the ability to manage deadlines and multiple priorities Organized, collaborative, and service‑focused Working knowledge of Windows‑based software Ability to build effective relationships with clients, carriers, and underwriters WORK EXPERIENCE Minimum of 2 years of insurance industry experience, including managing or supporting a book of business EDUCATION High School diploma or GED required LICENSES & CERTIFICATIONS Active Property & Casualty license required OTHER DUTIES This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. WORKING CONDITIONS Prolonged sitting Lifting from 5 to 10 lbs (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations. HAZARDS The hazards are mainly those present in a normal office setting and those present in commuting by car. Occasionally, they may be exposed to those conditions present in public forums and meeting places. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans. #J-18808-Ljbffr

Vacancy posted 4 days ago
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