Personal Lines Account Manager

Provident Bank; Waldwick (NJ); In loco; USD 40.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Dental & vision

401(k) retirement plan

Paid time off

Tuition disbursement and loan repay

Employee assistance program

Descrizione del lavoro

Provident Protection Plus, the insurance subsidiary of Provident Bank, seeks a Personal Lines Account Manager to handle the day-to-day management and servicing of a personal lines book, collaborating with clients, carriers, and internal teams to deliver exceptional service.

This role requires strong organizational skills, excellent communication, and the ability to manage renewals, coverage changes, and policy administration while pursuing opportunities to grow existing client relationships.

Competenze

• Active Property & Casualty Insurance License required or able to obtain.
• Strong customer service and relationship management skills.
• Excellent written, verbal, and interpersonal communication.
• Organizational skills with exceptional attention to detail.
• Ability to prioritize work and manage multiple tasks in a fast-paced environment.
• Proficiency with Microsoft Office (Word, Excel).
• Experience with AMS360 and WorkSmart is preferred.

Mansioni

• Manage and service an assigned personal lines book of business.
• Support policy renewals in line with agency timelines.
• Assist clients with coverage modifications and guidance on options.
• Submit renewal applications 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.
• Review policies to ensure accuracy and completeness.
• Identify opportunities to expand insurance relationships with existing clients.
• Maintain records and adhere to procedures and compliance.
• Collaborate with team members to support customer and business objectives.

Conoscenze

Customer service

Relationship management

Communication

Organization

Multitasking

Problem solving

Attention to detail

Formazione

Active Property & Casualty Insurance License

Bachelor's degree preferred or equivalent experience

Strumenti

AMS360

WorkSmart

Descrizione del lavoro

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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.