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4 Nov 2021

Full-Time CL Sales Executive III

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

Job Description

Sells insurance to new and current clients, managing portfolios and relationships.

Responsibilities include the following but are not limited to:

  • 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.
  • 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.

Education and Experience

  • 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

Certifications, Licenses, Registrations

  • Massachusetts Property and Casualty Agent’s License.
  • Valid Driver’s License.
  • Must be able to travel 60% of the time.

About Us

Committed. Inclusive. Courageous. Eastern Bank has built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.

As a large full service commercial bank in the Greater Boston area, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program.

As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.

How to Apply

Click on the link below: Once on our Career Site, click on "Apply Now" and "Join Us For Good"! Any questions please email:

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #BankingCareer, #FinanceCareers, #InsuranceCareers, and Banking. Salaries: Not Disclosed.

Job expires in 64 days.

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