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CL Sales Executive III

Natick, Massachusetts
Job Type
13 Sep 2020
Sells insurance to new and current clients by performing the following duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Compiles lists of prospective clients to provide leads for additional business.

Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.

Calculates and quotes premium rates for recommended policies.

Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program.

Collects premiums from policyholders and keeps record of payments.

Responsible for responding to endorsement, and renewal, inquiries including:

Educating the client on endorsement and renewal coverage options

Maintaining the book of business and remarketing renewals as necessary

Providing quotes on endorsement and renewal changes

Advising customers on the need for additional lines of coverage

Maintaining activity on the agency management system to reflect conversations and transactions completed on behalf of the client and carrier

Responsible for properly documenting all changes in the computer and for generating memos/letters when appropriate to the client confirming changes

Responsible for soliciting the reasons for cancellation, also responsible
for trying to resolve customer issues so they remain with Eastern Insurance
Document cancellations including reasons in the agency management system

Responsible for participating in special projects as requested by management.

Must maintain Property and Casualty licensing requirements, including but not limited to CEU's.


Job Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Bachelor's degree (B. A.) from four-year college or university; or 8 years related experience and/or training; or equivalent combination of education and experience.


Massachusetts Property and Casualty Agent's License.

Valid Driver's License.

Must be able to travel 60% of the time.

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  • Job Reference: 173898681-2
  • Date Posted: 13 September 2020
  • Recruiter: Eastern Bank
  • Location: Natick, Massachusetts
  • Salary: On Application
  • Sector: Sales & Marketing
  • Job Type: Permanent