Job Description

Responsibilities include, but are not limited to the following:

• Incumbents in this role will provide commercial lines support in obtaining, maintaining, expanding and servicing typically mid-sized and/or moderate to higher complexity client accounts.
• 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 analyze 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. Prepare policy renewal inquiries and recommend coverage enhancements as appropriate.
• Process client requests and solicit improved or additional coverage on behalf of the agency or individual producer. Use personal sales techniques to promote and close policy transactions.
• Assist with agency collection activity as requested and process cancellation requests. Takes payments and applies them to appropriate accounts.
• Assist manager or higher level staff with 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. Provide status report to manager on issues related to carrier, producer and sales center performance.
• May also report on customers, internal functions and individual productivity (backlog) issues. Perform other related duties as requested.

Qualifications: Education and Experience Bachelor’s degree from four-year college or university; or equivalent combination of education and experience More than 5 years experience in an agency or insurance company environment.

Skills/Knowledge:

• Ability to read, analyze, and interpret documents such as financial reports, legal document and procedure manuals Ability to respond to common inquires or complaints from customers
• Ability to speak effectively before groups of customers or employees of organization Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to solve moderately difficult problems and deal with a variety of concrete variables where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form Personal computer knowledge and experience such as MS Word, Excel, Outlook, etc. is required.
• Prior experience with AMS 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
• Works well in a team environment
• 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.
• Professional designations, including CPCU, CIC, or ARM are preferred.

How to Apply

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

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