Personal Lines Account Manager

Provident Bank • Augusta, NJ

26d • Onsite

About The Position

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.

Requirements

• 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.

Nice To Haves

• College degree preferred or equivalent industry experience.
• Experience working within an insurance agency or brokerage environment.
• Experience with AMS360 and WorkSmart systems preferred.

Responsibilities

• 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.

Benefits

• Team members accrue paid time-off (PTO)
• Holiday (PTO)
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree