Associate Account Executive - Commercial Lines, Insurance
About The Position
The Associate Account Executive – Commercial Insurance Lines is an entry‑level service role supporting Account Managers within the Commercial Lines department of Provident Protection Plus (PPP). This position is designed to build foundational insurance knowledge, develop technical and client service skills, and gain a working understanding of the PPP insurance business while supporting daily client account management activities. The Associate Account Executive contributes to assigned account tasks and works closely with internal teams as they progress toward becoming a licensed insurance professional.
Requirements
- Customer service experience
- Strong attention to detail and ability to meet deadlines
- Organized, collaborative, and team‑oriented
- Familiarity with Windows‑based software
- Ability to build rapport with clients and insurance underwriters
- High School diploma or GED required
Nice To Haves
- Commercial Lines insurance experience preferred
- Bachelor’s degree preferred
- Risk Management degree preferred
Responsibilities
- Provide administrative and operational support to the Commercial Lines team across multiple offices, including maintaining client files and responding to client correspondence
- Assist with processing and calculating audits, cancellations, billing inquiries, renewal submissions, and distribution of client portal invitations
- Retrieve, manage, and organize policy documentation from carrier portals for Account Managers
- Prepare internal and client presentation materials as requested
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
