Personal Lines Account Manager

Provident Bank; Augusta (NJ); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

PTO & Holidays

Medical/Dental/Vision

401(k) Plan

Tuition assistance

Disability Insurance

Employee Assistance Program

Life Insurance

Job summary

Provident Protection Plus, the insurance subsidiary of Provident Bank, is seeking a Personal Lines Account Manager to manage a personal lines book, service clients, and liaise with carriers and internal teams. The role emphasizes organized, customer-focused performance in a fast-paced setting.

You will handle renewals, coverage modifications, and proactive communications while pursuing growth opportunities and maintaining compliant records within an established agency framework.

Qualifications

• Active Property & Casualty Insurance License.
• Experience in an insurance agency or brokerage is preferred.
• Strong customer service and relationship management skills.

Responsibilities

• Manage and service an assigned personal lines book of business.
• Support policy renewals in accordance with agency timelines.
• Assist clients with coverage modifications and provide guidance on coverage options, exclusions, and exposures.
• Submit renewal applications and coverage specifications to carriers and negotiate coverage solutions.
• Maintain proactive communication with clients, carriers, and internal partners.
• Prepare proposals, issue binders and ID cards, process policy changes, and support policy administration.
• Review policies and endorsements for accuracy and completeness.
• Conduct coverage reviews and identify opportunities to expand insurance relationships with existing clients.
• Maintain accurate records and adhere to agency procedures and compliance requirements.
• Collaborate with team to support customer and business objectives.

Skills

License in Property & Casualty

Customer service

Communication

Organizational skills

Multitasking

Judgement & problem solving

Office software (Word/Excel)

Education

College degree preferred or equivalent experience

Tools

AMS360

WorkSmart

Microsoft Word

Microsoft Excel

Job description

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Provident Protection Plus (PPP), the insurance subsidiary of Provident Bank, is a full-service insurance agency providing commercial and personal insurance solutions. We help clients identify, manage, and protect against risk through tailored coverage strategies, consultative expertise, and exceptional service. At PPP, we are committed to building lasting relationships while fostering a collaborative environment where employees can grow and succeed.

Position Summary

The Personal Lines Account Manager is responsible for the day-to-day management and servicing of a personal lines book of business. This individual partners with clients, insurance carriers, and internal teams to deliver exceptional service, maintain client relationships, and support retention and growth objectives. The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced environment.

What You Will Do

• Manage and service an assigned personal lines book of business.
• Support policy renewals in accordance with established agency timelines.
• Assist clients with coverage modifications and provide guidance regarding coverage options, exclusions, and exposures.
• Submit renewal applications and coverage specifications to insurance carriers and negotiate coverage solutions.
• Maintain proactive communication with clients, carriers, and internal partners.
• Prepare proposals, issue binders and ID cards, process policy changes, and support policy administration activities.
• Review policies and endorsements to ensure accuracy and completeness.
• Conduct coverage reviews and identify opportunities to expand insurance relationships with existing clients.
• Maintain accurate records and adhere to agency procedures, service standards, and compliance requirements.
• Collaborate effectively with team members to support customer and business objectives.

What We're Looking For

Qualifications Needed

• Active Property & Casualty Insurance License.
• Strong customer service and relationship management skills.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational skills with exceptional attention to detail.
• Ability to prioritize work and manage multiple responsibilities in a fast-paced environment.
• Sound judgment, critical thinking, and problem-solving abilities.
• Proficiency with Microsoft Office applications, including Word and Excel.

Preferred Qualifications

• College degree preferred or equivalent industry experience.
• Experience working within an insurance agency or brokerage environment.
• Experience with AMS360 and WorkSmart systems preferred.

Why Join Provident Protection Plus?

• Opportunity to manage and grow meaningful client relationships.
• Collaborative and supportive team environment.
• Professional development and career growth opportunities.
• Competitive compensation and benefits package.
• Work for an organization committed to service excellence and employee success.

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.

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:
$40,000 - $65,000/ annually

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.