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18 Nov 2022

Full-Time CL Account Manager IV (Req# 1644)

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

Job Description

The Commercial Lines Account Manager IV is responsible for providing commercial lines support to obtain, maintain, expand and service typically mid-to-large sized client accounts of the highest complexity.

  • 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 agency collection activity as requested and processes cancellation requests. Takes payments and applies them to appropriate accounts.
  • May have face-to-face visits with assigned clients and/or insurance carriers.
  • May assist in the training of junior level staff members.

Works under indirect supervision to support an assigned group of mid-to-large sized client accounts of the highest complexity. Handles the most complex customer service problems.  Strong understanding of insurance agency business.  Capable of working independently with minimal need of management assistance.

Education and Experience:

Bachelor’s degree from four-year college or university preferred; or equivalent combination of education and experience.  5+ years in Agency or Insurance Company environment preferred.


  • MA Property and Casualty Brokers License is required.
  • Experience using EPIC agency management system and insurance carrier rating systems is preferred.
  • Experience using MS Office products – Word, Excel, Power Point, Outlook, and TEAMS.
  • Excellent communication, negotiation, and math skills.
  • Pursuit of professional insurance designation is preferred.


How to Apply

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


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