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18 Nov 2022

Full-Time Private Client Account Executive III (Req# 1623)

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

Job Description

This position has the stature, authority and experience needed to cover large and complex affluent and high-net-worth personal lines accounts. It requires the consistent exercise of discretion and judgment on behalf of the Agency.

Responsibilities include, but are not limited to the following:

  • Develop solid relationships with clients while proactively managing account.
  • Interact face to face or by video with clients on or off premises
  • Identify cross-sell and upsell opportunities to meet established goals
  • Develop and maintain relationships with producers, carriers, and other departments to enhance client development, service, quality, and sales of these clients.
  • Independently identifies and analyzes client exposures to recommend and/or design risk transfer/appropriate insurance coverage and carrier.
  • Compiles, organizes, reviews, and maintains all client information necessary to process new, renewal, cancellation, and endorsements.
  • Ability to bind new business and/or rewrite as needed
  • Negotiates with insurance carriers for policy placement, retention, or service.
  • Works policy expiration lists prior to renewal for customer contact and improved retention.
  • Prepares policy renewal inquiries and recommends coverage enhancements as appropriate.
  • 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.
  • Maintains a current level of knowledge on rates, forms, industry trends and coverage changes through bulletins and circulars, and maintains required personal lines manuals and rating systems.
  • Perform database management and input to department standards.
  • Communicate with other department members and other departments to provide continuity, uniform procedures and agency-wide communication and morale.
  • Conduct business in a way that demonstrates an understanding of the business and earnings implications of the company.
  • Performs other related duties as requested.

Qualifications: Education and Experience: Bachelor’s degree from four-year college or university; or equivalent, and/or more than 5 years Personal Lines experience, preferably high-net-worth. Thorough knowledge of related coverages and markets.  Active producer’s license.  Excellent communication and organizational skills.  Ability to work independently in a team environment.


  • Ability to read, analyze documents and instruction.
  • Ability to respond to complex inquires or complaints from customers.
  • Ability to effectively present information to clients, colleagues, and management.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
  • 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.
  • Personal computer knowledge and experience such as MS Word, Excel, Outlook, etc. is required.
  • Prior experience with Applied EPIC s 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

How to Apply

If you would like to learn more, click on the link below:   If you have any questions, please contact us at:

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


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