What are the responsibilities and job description for the Account Executive II - Commercial Lines, Insurance position at Provident Bank?
About Provident Protection Plus
Provident Protection Plus (PPP) is the insurance subsidiary of Provident Bank. PPP operates as a full‑service insurance agency, offering commercial and personal insurance solutions designed to help clients identify, manage, and protect against risk. In addition to insurance placement, PPP provides consultative risk management expertise and works closely with clients to deliver tailored coverage solutions.
Position Summary
The 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.
Key Responsibilities
Working Conditions
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.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
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.
Provident Protection Plus (PPP) is the insurance subsidiary of Provident Bank. PPP operates as a full‑service insurance agency, offering commercial and personal insurance solutions designed to help clients identify, manage, and protect against risk. In addition to insurance placement, PPP provides consultative risk management expertise and works closely with clients to deliver tailored coverage solutions.
Position Summary
The 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.
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
- 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
- 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
- High School Degree or GED required
- Bachelor’s Degree preferred
- Risk Management Degree preferred
- Active license in Property & Casualty
Working Conditions
- Prolonged sitting
- Lifting from 5 to 10 lbs (printer paper, storage boxes)
- Occasional bending or overhead lifting (storing files or boxes)
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.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
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.
Salary : $75,000 - $95,000