CL Sales Executive III
Company: Eastern Bank
Posted on: January 16, 2022
At Eastern Insurance, we strive to be true to our customers,
communities, and the valued employees who help us carry out our
mission. If you're looking for a rewarding career opportunity with
a company that offers a competitive salary and comprehensive
employee benefits program, you've come to the right place.
Responsibilities include, but are not limited to the following
Handle all customer relations and support services for assigned
accounts. Work with producers/marketing in order to enhance client
development, service, quality and sales of these clients.
Independently identify and analyzes client exposures to recommend
and/or design risk transfer/appropriate insurance coverage and
carrier. - Develop a competitive insurance program that provides
various alternatives for client consideration.
Compile, organize, review and maintain all client information
necessary to process new, renewal, cancellation and
Negotiate favorable quotes with appropriate insurance carriers for
Bind commercial lines coverage for clients within authority granted
by the specific insurance company.
Work policy expiration lists prior to renewal for customer contact
and improved retention. Prepares policy renewal inquiries and
recommends coverage enhancements as appropriate.
Process client requests and solicits improved or additional
coverage on behalf of the agency or individual producer. - Uses
personal sales techniques to promote and close policy
Assume some lead responsibilities on special projects or research.
- May also participate in the development of department policies
Maintain a current level of knowledge on rates, forms, and coverage
changes through bulletins and circulars, and maintains required
commercial lines manuals and rating systems.
Perform database management and input to department standards.
Communicate with other department members and other departments in
order to provide continuity, uniform procedures and agency-wide
communication and morale.
Perform other related duties as requested.
Education and Experience:
Bachelor's degree from four-year college or university; or
equivalent combination of education and experience and
More than 10 years sales, marketing, or relationship management
Possesses an in-depth knowledge of the insurance brokerage business
and the assigned clients' needs.
Professional designations (or pursuit of), including CPCU, CIC, or
ARM are required.
Ability to read, analyze, and interpret documents such as financial
reports, legal document and procedure manuals
Ability to respond to complex inquires or complaints from
customers, regulatory agencies, or members of the business
Ability to write speeches and articles for publication that conform
to prescribed style and format
Ability to effectively present information to clients, top
management, public groups, and/or boards of directors
Ability to calculate figures and amounts such as discounts,
interest, commissions, proportions, and percentages
Ability to apply concepts such as fractions, percentages, ratios,
and proportions to practical situations
Licensed agent status for the State of Massachusetts and all other
states where Eastern Insurance conducts business as required
Maintains current Property and Casualty License, including, but not
limited to, CEU's, is required
Personal computer knowledge and experience such as MS Word, Excel,
Outlook, etc. is required
Prior experience with Applied EPIC is preferred
Knowledge of insurance applications and Registry of Motor Vehicles
procedures is preferred
Proven ability to cultivate relationships with clients
Demonstrates effective negotiation and closing techniques
Excellent written and verbal communication skills
Strong analysis and judgment skills
Must work well in a team environment
Keywords: Eastern Bank, Boston , CL Sales Executive III, Sales , Natick, Massachusetts
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