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4 Oct 2022

Full-Time CL Account Manager I (Norwell, Northborough or N. Dartmouth) (Req#1168)

Eastern Bank – Posted by Eastern Bank Dartmouth, Massachusetts, United States

Job Description

The CL Account Manager I will provide commercial lines support in obtaining, maintaining, expanding, and servicing typically smaller sized and/or more routine client accounts of lower complexity.

Major Responsibilities include but are not limited to:

  • Handle all customer relations and support services for assigned accounts. Work with producers/marketing to enhance client development, service, quality, and sales of these clients.
  • Develop, analyze, and implement a competitive insurance program providing various alternatives for client consideration.  Recommends appropriate coverage and insurance carrier for assigned clients.
  • Compiles, organizes, and maintains all client information necessary to process new, renewal, cancellation and endorsements.
  • Works policy expiration lists prior to renewal for customer contact and improved retention. Prepares policy renewal inquiries and recommends coverage enhancements as appropriate.
  • Binds commercial lines coverage for clients within authority granted by the specific insurance company.
  • Processes 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.
  • Assists with billing activity as requested and processes cancellation requests.
  • Resolves basic and routine problems directly.  Refers complex inquiries to senior staff and/or direct manager.  Works under limited direction and is generally assigned the least complex accounts.

Education and Education

  • Bachelor’s degree from four-year college or university preferred, or equivalent combination of education and experience.
  • One (1) year experience in Agency or Insurance Company environment preferred.

Skills and Knowledge

  • MA Property and Casualty Brokers License is required within first six months of employment.
  • Experience using an agency management system and insurance carrier rating systems
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How to Apply

Copy the link below to your web browser and click "Apply Now": https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/1168/?utm_medium=jobshare If you have any questions Please email: talentacquisition@easternbank.com

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #InsuranceCareers, #InsuranceSales&Service, and Banking. Salaries: Not Disclosed.

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