Account Executive - Commercial Lines, Insurance
About The Position
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.
Requirements
- Minimum of 2 years of insurance industry experience, including managing or supporting a book of business
- Strong customer service and client relationship skills
- 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
- High School diploma or GED required
- Active Property & Casualty license required
Nice To Haves
- Commercial Lines insurance experience preferred
- Bachelor’s degree preferred
- Risk Management degree preferred
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
Benefits
- Team members accrue paid time-off (PTO)
- Receive Holiday (PTO)
- Eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans
- Flexible and Health Savings Accounts
- 401(k) Retirement Plan
- Disability Insurance
- Employee Assistance Program
- Basic Life Insurance
- Company sponsored Tuition Disbursement and Loan Repayment programs
- Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
