Commercial Lines Account Manager - Insurance (PPP)

Provident Bank•Paramus, NJ

11d•Hybrid

About The Position

Provident Protection Plus (PPP) is the insurance division of Provident Bank, offering tailored commercial insurance solutions to help businesses identify, manage, and mitigate risk. PPP operates as a full-service insurance agency, separate from retail and commercial banking operations, and serves clients across multiple industries. The Commercial Lines Account Manager is responsible for the day-to-day management of small to mid-sized accounts that are routine to moderately complex. The Account Manager manages assigned accounts and works closely with management, claims, marketing, and accounting as part of the overall service function. This role is part of Provident Protection Plus (PPP), the insurance subsidiary of Provident Bank.

Requirements

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
Must possess Active Property & Casualty Brokers License.

Nice To Haves

Strong technical skills for data entry, Word, and Excel a plus
Proficiency in AMS360 is a plus

Responsibilities

Responsible for maintaining and managing a small to mid-size book of business in accordance with the Agency’s renewal timeline as efficiently as possible
Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures
Submit renewal applications, coverage specifications, loss runs, and loss summaries to the marketplace and negotiate directly with the markets
Maintain appropriate level of communication with clients
Be proactive and organized in the renewal process to exceed client expectations
Adhere to internal processes, timelines, and protocols
Complete and prepare certificates of insurance with the ability to review the insurance requirements within a contract and issue, accordingly, generate proposals, issue Auto ID cards, input billing, policy changes, policy summaries, coverage reviews, and suspense follow up
Check policy coverages and endorsements for accuracy
Verify the accuracy of Direct Billed and Agency Billed items
Other duties as assigned