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6 May 2022

Full-Time CL Account Manager II- Remote (Req#896)

Eastern Bank – Posted by Easternbk Northborough, Massachusetts, United States

Job Description

The Commercial Lines Account Manager II position will provide commercial lines support in obtaining, maintaining, expanding, and servicing typically smaller to mid-sized accounts of moderate complexity.

Major responsibilities consist of the following:

  • 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.
  • Supports 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 agency collection activity as requested and processes cancellation requests. Takes payments and applies them to appropriate accounts.

Education and Experience

  • Bachelor’s degree from four-year college or university; or equivalent combination of education and experience
  • 3 to 7 Years in Agency or Insurance Company environment


  • MA Property and Casualty Brokers License is required
  • Professional designation may be preferred, including CPCU, CIC and/or ARM
  • Experience using Epic and rating systems is preferred
  • Excellent communication, negotiation, and math skills

This position has potential to be REMOTE. 

How to Apply

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

Job expires in 26 days.

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