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Provident Bank · 2 days ago

Commercial Lines Account Manager

Paramus, NJ

Full-time

Onsite

Entry, Mid Level

$60K/yr - $100K/yr

2+ years exp

Provident Bank is seeking a Commercial Lines Account Manager to oversee the day-to-day management of small to mid-sized accounts. The role involves maintaining client relationships, managing policy renewals, and ensuring accurate coverage and billing processes.

Financial Services

Responsibilities

Responsible for maintaining and managing a small to mid-size book of business in accordance with the Agency’s renewal timeline as efficiently as possible

Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures

Submit renewal applications, coverage specifications, loss runs, and loss summaries to the marketplace and negotiate directly with the markets

Maintain appropriate level of communication with clients

Be proactive and organized in the renewal process to exceed client expectations

Adhere to internal processes, timelines, and protocols

Complete and prepare certificates of insurance with the ability to review the insurance requirements within a contract and issue accordingly, generate proposals, issue Auto ID cards, input billing, policy changes, policy summaries, coverage reviews, and suspense follow up

Check policy coverages and endorsements for accuracy

Verify the accuracy of Direct Billed and Agency Billed items

Other duties as assigned

Qualification

Property & Casualty LicenseAMS360 proficiencyData entry skillsExcel proficiencyWord proficiencyCritical thinkingAttention to detailCommunication skillsTeam playerOrganizational skills