Account Executive - Commercial Lines, Insurance

Provident Bank; Waldwick (NJ); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

PTO & Holidays

Health/Dental/Vision

401(k) Retirement

Disability Insurance

Employee Assistance

Tuition Assistance

Loan Repayment

Job summary

Provident Protection Plus seeks an Account Executive – Commercial Lines Insurance to support a dedicated book of business within the Commercial Lines department. Based in Waldwick, NJ (or Augusta, NJ), you will coordinate renewals, policy changes, billing inquiries, and client communications with carriers to maintain service standards.

You will work closely with Account Managers and clients to ensure accurate documentation, timely follow-ups, and efficient workflow across PPP’s insurance team.

Qualifications

• Minimum of 2 years of insurance industry experience, including managing or supporting a book of business.
• Experience in commercial lines insurance beneficial.
• Ability to manage deadlines and multiple priorities.
• Well organized and service-focused.
• Proficient with Windows-based software.

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

Customer service

Client relations

Detail oriented

Organized

Windows software

Relationship building

Education

High School diploma or GED

Bachelor’s degree preferred

Risk Management degree preferred

Job description

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.

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 when deemed appropriate by management.

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.

Pay Details

$60,000 - $75,000

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.