Personal Lines Account Manager

Provident Bank; New Jersey; On-site; USD 45,000 - 90,000; Full time

Job summary

A community-focused financial institution in New Jersey is seeking an Account Manager to manage personal lines accounts and enhance client relationships. The role requires strong organizational skills, customer service orientation, and a willingness to obtain necessary licenses. A college degree or equivalent experience is preferred. Join our dedicated team and contribute to our community-focused mission while enjoying competitive pay and benefits.

Benefits

401(k)

Flexible Savings Account

Tuition Disbursement and Reimbursement

College Loan Pay Down Program

Health and Wellness benefits

Qualifications

• Must be willing to obtain a Property & Casualty license.
• 3 years experience commensurate with job function.
• Service oriented, team player with attention to detail.

Responsibilities

• Manage personal lines accounts and ensure great customer experience.
• Prepare proposals and maintain communication with clients.
• Assist clients in making appropriate coverage changes.

Skills

Organization

Communication

Customer Service

Critical Thinking

Technical Skills in Data Entry

Education

College Degree or equivalent experience

Tools

AMS360

Word

Excel

Job description

Overview

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How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees’ experience.

Responsibilities

• Account Manager is responsible for the day-to-day management of a personal lines book of business.
• Manage assigned accounts and interact with all departments to ensure a great customer and employee experience.
• Maintain and manage a book of business in accordance with the Agency’s renewal timeline.
• Assist clients in making appropriate coverage changes and inform/educate about coverage, exclusions, and exposures.
• Submit renewal applications and coverage specifications to the marketplace and negotiate directly with carriers.
• Maintain appropriate level of communication with clients and fellow colleagues.
• Be proactive and organized in the renewal process to exceed client expectations.
• Adhere to internal processes, timelines, and protocols.
• Generate proposals, issue binders and auto ID cards, input billing, process policy changes, policy summaries, coverage reviews, and suspense follow up.
• Check policy coverages and endorsements for accuracy.
• Account rounding of new business for existing clients.
• Work and collaborate within a team environment.
• Other duties as assigned.

Skills and Training

• Must be well-organized, with excellent math, written and oral communication skills.
• Service oriented, team player who has attention to detail.
• Ability to thrive in a fast-paced, proactive environment.
• Critical thinking and good judgment to quickly determine and prioritize key issues.
• Strong technical skills for data entry, Word, and Excel a plus.

Education

• College Degree preferred or the equivalent of 2+ years in a retail brokerage or agency.
• Proficiency in AMS360 is a plus!

Work Experience

3 years experience commensurate with job function.

Licenses and/or Certificates

• Must be willing to obtain a Property & Casualty license.

Featured Benefits

• Flexible Savings Account
• 401(k)
• Tuition Disbursement and Reimbursement
• College Loan Pay Down Program
• and other great benefits

Working Conditions

Work is performed in a normal office environment. Noise levels are usually moderate.

Hazards

The hazards are mainly those present in a normal office setting.

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: $45,000 - $90,000. 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.