What are the responsibilities and job description for the Associate Account Executive - Commercial Lines, Insurance position at Provident Bank?
About Provident Protection Plus (PPP)
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 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.
Key Responsibilities
Back Office / Beacon / PPP Environment Includes
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
$25.00 - $30.77 /hourly
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 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.
Key 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
- Customer service experience
- Commercial Lines insurance experience preferred
- 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
- Minimum of 2 years of insurance industry experience
- High School diploma or GED required
- Bachelor’s degree preferred
- Risk Management degree preferred
- If not currently licensed in Property & Casualty, the individual must obtain a Property & Casualty license within six (6) months of hire
Back Office / Beacon / PPP Environment Includes
- Prolonged sitting
- Lifting of 5–10 lbs. (e.g., printer paper, storage boxes)
- Occasional bending or overhead lifting
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
$25.00 - $30.77 /hourly
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 : $25 - $31