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Account Executive II - Commercial Lines, Insurance (Iselin, NJ, US) @ The Provident Bank P

Iselin, New Jersey, USOnsiteFull-time
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<p style="margin:2.55pt 0.0in 0.0in;font-size:11.0pt;font-family:Roboto"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif">About Provident Protection Plus </span></strong></p> <p style="margin:2.55pt 0.0in 0.0in;text-align:justify;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">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.</span></p> <p style="margin:2.55pt 0.0in 0.0in;font-size:11.0pt;font-family:Roboto"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif"> </span></strong></p> <p style="margin:2.55pt 0.0in 0.0in;font-size:11.0pt;font-family:Roboto"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif">POSITION SUMMARY</span></strong></p> <p style="text-align:justify;margin:0.0in;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">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.</span></p> <p style="text-align:justify;margin:0.0in;font-size:11.0pt;font-family:Roboto"> </p> <p style="text-align:justify;margin:0.0in;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">This position can be based out of our Waldwick, NJ or Augusta, NJ location.</span></p> <p style="margin:0.0in;font-size:11.0pt;font-family:Roboto"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif"> </span></strong></p> <p style="margin:0.0in;font-size:11.0pt;font-family:Roboto"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif">KEY RESPONSIBILITIES<em>:</em></span></strong><em><span style="font-size:12.0pt;font-family:Aptos, sans-serif"> </span></em></p> <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Provide administrative support, including updating client files and responding to client correspondence </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Support Commercial Lines team members across multiple office locations, as needed </span></li> </ul> <ul style="margin-top:3.7pt;margin-bottom:1.0 E-4pt"> <li style="margin:3.7pt 0.0in 1.0 E-4pt 0.0px;font-size:10.0pt;font-family:Roboto;font-style:italic"><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">Service and manage a dedicated book of business, including: </span> <ul style="list-style-type:circle;margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Client and carrier calls</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Audits, cancellations, and billing inquiries</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Renewal submissions and negotiations with carriers</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Issuance of Certificates of Insurance and Evidence of Property Insurance</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Processing policy change requests</span></li> </ul> </li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Perform billings for agency‑billed policies and assist with direct‑billed policies when required </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Perform other duties as assigned</span></li> </ul> <p style="margin:3.7pt 0.0in 1.0 E-4pt 0.5in;font-size:10.0pt;font-family:Roboto;font-style:italic"> </p> <p style="margin:3.7pt 0.0in 0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">SKILLS AND TRAINING REQUIRED</span></strong><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif">:</span></strong></p> <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Customer service experience </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Commercial Lines experience preferred</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Deadline and detail-oriented</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Organized and collaborative</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Familiarity with Windows software</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Ability to build rapport with clients and underwriters</span></li> </ul> <p style="margin:0.0in 11.4pt 0.0in 0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"> </p> <p style="margin:0.0in 11.4pt 0.0in 0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">WORK EXPERIENCE</span></strong></p> <ul style="margin-top:3.8pt;margin-bottom:1.0 E-4pt"> <li style="margin:3.8pt 11.4pt 1.0 E-4pt 0.0px;font-size:10.0pt;font-family:Roboto;font-style:italic"><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">Ability to perform all responsibilities associated with the Account Executive role </span></li> <li style="margin:3.8pt 11.4pt 1.0 E-4pt 0.0px;font-size:10.0pt;font-family:Roboto;font-style:italic"><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">Minimum of <strong>3 years of insurance industry experience</strong> managing a book of business and/or clients</span></li> </ul> <p style="margin:3.8pt 11.4pt 1.0 E-4pt 0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">EDUCATION</span></strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">: </span></p> <ul style="margin-top:3.8pt;margin-bottom:1.0 E-4pt"> <li style="margin:3.8pt 11.4pt 1.0 E-4pt 0.0px;font-size:10.0pt;font-family:Roboto;font-style:italic"><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">High School Degree or GED required </span></li> </ul> <ul style="margin-top:0.0in;margin-bottom:1.0 E-4pt"> <li style="margin:0.0in 11.4pt 1.0 E-4pt 0.0px;font-size:10.0pt;font-family:Roboto;font-style:italic"><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">Bachelor’s Degree preferred</span></li> <li style="margin:0.0in 11.4pt 1.0 E-4pt 0.0px;font-size:10.0pt;font-family:Roboto;font-style:italic"><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">Risk Management Degree preferred</span></li> </ul> <p style="margin:0.0in 11.4pt 0.0in 0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"> </p> <p style="margin:0.0in 11.4pt 0.0in 0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">LICENSES AND/OR CERTIFICATES</span></strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;color:#2c2c29">: </span></p> <ul style="margin-top:0.15pt;margin-bottom:1.0 E-4pt"> <li style="margin:0.15pt 0.0in 1.0 E-4pt 0.0px;font-size:10.0pt;font-family:Roboto;font-style:italic"><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">Active license in Property &amp; Casualty</span></li> </ul> <p style="margin:0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal"> </span></strong></p> <p style="margin:0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">OTHER DUTIES:</span></strong><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif"> </span></strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif;color:#2c2c29">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.</span></p> <p style="margin:0.3pt 0.0in 0.0in;font-size:10.0pt;font-family:Roboto;font-style:italic"> </p> <h1 style="margin:0.0in;font-size:11.0pt;font-family:Calibri, sans-serif;font-style:italic"><a name="WORKING_CONDITIONS:"></a><span style="font-size:12.0pt;font-family:Aptos, sans-serif;font-style:normal">WORKING CONDITIONS</span><span style="font-size:12.0pt;font-family:Aptos, sans-serif">:</span></h1> <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 48.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Prolonged sitting</span></li> <li style="margin:0.0in 0.0in 0.0in 48.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Lifting from 5 to 10 lbs (printer paper, storage boxes)</span></li> <li style="margin:0.0in 0.0in 0.0in 48.0px;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Occasional bending or overhead lifting (storing files or boxes)</span></li> </ul> <p style="margin:0.45pt 0.0in 1.0 E-4pt 1.0in;font-size:11.0pt;font-family:Roboto"> </p> <p style="margin:0.0in 0.0in 8.0pt;line-height:105%;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;line-height:105%;font-family:Aptos, sans-serif">Work is performed in a normal office environment. Noise levels are usually moderate. <strong>May also involve travel to customers and property locations.<a name="HAZARDS:"></a></strong></span></p> <p style="margin:0.0in;font-size:11.0pt;font-family:Roboto"><strong><em><span style="font-size:12.0pt;font-family:Aptos, sans-serif">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.</span></em></strong><em><span style="font-size:12.0pt;font-family:Aptos, sans-serif"><br><br>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.</span></em><span style="font-size:12.0pt;font-family:Aptos, sans-serif"> <br><br>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.</span></p> <p style="margin:0.0in;font-size:11.0pt;font-family:Roboto"> </p> <p style="margin:2.55pt 0.0in 0.0in;font-size:11.0pt;font-family:Roboto"><strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif">Pay Details:</span></strong><span style="font-size:12.0pt;font-family:Aptos, sans-serif"><br>$75,000 - $95,000/ annually </span></p> <p style="margin:2.55pt 0.0in 0.0in;font-size:11.0pt;font-family:Roboto"><span style="font-size:12.0pt;font-family:Aptos, sans-serif"><br>Please note, the base pay actually offered may vary based upon the candidate&apos;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.<br> <br>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.</span></p>

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