POSITION SUMMARYThe Account Executive II - Commercial Lines supports Account Managers within the Commercial Lines department while interacting daily with clients and insurance carriers. This role is designed to foster continued learning and professional growth in the insurance field, provide exposure to the Provident Protection Plus business, and contribute meaningfully to the team's daily operations. The Account Executive supports routine client service and account management activities while managing an assigned workload of their own.
This position can be based out of our Waldwick, NJ or Augusta, NJ location.
KEY RESPONSIBILITIES:- Provide administrative support, including updating client files and responding to client correspondence
- Support Commercial Lines team members across multiple office locations, as needed
- Service and manage a dedicated book of business, including:
- Client and carrier calls
- Audits, cancellations, and billing inquiries
- Renewal submissions and negotiations with carriers
- Issuance of Certificates of Insurance and Evidence of Property Insurance
- Processing policy change requests
- Perform billings for agency-billed policies and assist with direct-billed policies when required
- Perform other duties as assigned
SKILLS AND TRAINING REQUIRED:- Customer service experience
- Commercial Lines experience preferred
- Deadline and detail-oriented
- Organized and collaborative
- Familiarity with Windows software
- Ability to build rapport with clients and underwriters
WORK EXPERIENCE- Ability to perform all responsibilities associated with the Account Executive role
- Minimum of 3 years of insurance industry experience managing a book of business and/or clients
EDUCATION:
- High School Degree or GED required
- Bachelor's Degree preferred
- Risk Management Degree preferred
LICENSES AND/OR CERTIFICATES:
- Active license in Property & Casualty
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.Pay Details:$75,000 - $95,000/ 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.
