Personal Lines Account Manager
Listed on 2026-09-17
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Insurance
Insurance Sales, Insurance Agent & Advisor
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Provident Protection Plus (PPP), the insurance subsidiary of Provident Bank, is a full-service insurance agency providing commercial and personal insurance solutions. We help clients identify, manage, and protect against risk through tailored coverage strategies, consultative expertise, and exceptional service. At PPP, we are committed to building lasting relationships while fostering a collaborative environment where employees can grow and succeed.
Position SummaryThe Person al Lines Account Manager is responsible for the day-to-day management and servicing of a personal lines book of business. This individual partners with clients, insurance carriers, and internal teams to deliver exceptional service, maintain client relationships, and support retention and growth objectives. The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced environment.
What You Will Do- Manage and service an assigned personal lines book of business.
- Support policy renewals in accordance with established agency timelines.
- Assist clients with coverage modifications and provide guidance regarding coverage options, exclusions, and exposures.
- Submit renewal applications and coverage specifications to insurance carriers and negotiate coverage solutions.
- Maintain proactive communication with clients, carriers, and internal partners.
- Prepare proposals, issue binders and , process policy changes, and support policy administration activities.
- Review policies and endorsements to ensure accuracy and completeness.
- Conduct coverage reviews and identify opportunities to expand insurance relationships with existing clients.
- Maintain accurate records and adhere to agency procedures, service standards, and compliance requirements.
- Collaborate effectively with team members to support customer and business objectives.
- Active Property & Casualty Insurance License.
- Strong customer service and relationship management skills.
- Excellent written, verbal, and interpersonal communication skills.
- Strong organizational skills with exceptional attention to detail.
- Ability to prioritize work and manage multiple responsibilities in a fast-paced environment.
- Sound judgment, critical thinking, and problem-solving abilities.
- Proficiency with Microsoft Office applications, including Word and Excel.
- College degree preferred or equivalent industry experience.
- Experience working within an insurance agency or brokerage environment.
- Experience with AMS
360 and Work Smart systems preferred.
- Opportunity to manage and grow meaningful client relationships.
- Collaborative and supportive team environment.
- Professional development and career growth opportunities.
- Competitive compensation and benefits package.
- Work for an organization committed to service excellence and employee success.
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.
Provident Bank recognizes and…
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