CL Account Executive II at Eastern Bank in Brockton, Massachusetts

Job Description:

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 endorsements.


• Negotiate favorable quotes with appropriate insurance carriers for client recommendations.


• 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 transactions.


• Assume some lead responsibilities on special projects or research.  May also participate in the development of department policies and procedures. 


• 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 experience.


• 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.

Skills/Knowledge:

• 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 community 


• 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


• Personal computer knowledge and experience such as MS Word, Excel, Outlook, etc. is required


• Prior experience with AMS 360 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