Account Executive - Commercial Lines, Insurance
Provident BankAbout the role
About Provident Protection Plus
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.
This position can be based out of our Waldwick, NJ or Augusta, NJ location.
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
- Bachelor’s degree preferred
- Risk Management degree preferred
Licenses & Certifications
- Active Property & Casualty license required
OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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.
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 w
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