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10 May 2022

Full-Time Sales and Service Assistant II (Req#1020)

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

Job Description

The primary function of the Sales and Service Assistant II under the direction of the Risk Management/Construction VP in Commercial Lines, the individual in this role will be responsible for supporting seven account executives and the manager in the Natick Commercial Lines Risk Management/Construction Group. The individual will also be responsible for other projects as assigned.

  • Responsibilities include, but are not limited to the following:
  • Fielding all phone calls transferred into the commercial lines department Producing certificates of insurance as directed by the account executives
  • Processing policy change requests to our partner carriers including vehicle registration transactions
  • Prepare proposals onto letterhead and binding for presentations
  • Manage e-docs from our partner carriers and assign to appropriate account executive
  • Order loss runs from our partner carriers for account executives in their marketing efforts Image/scan daily paperwork into our system generated by the team
  • Sort and deliver department mail
  • Manages the cancellation and reinstatement notices from the carriers to our clients

Education and Experience

  • Bachelor’s degree: or five or more years related experience and/or training; or equivalent combination of education and experience.
  • Property and Casualty Insurance Brokers license A Massachusetts Property and Casualty License is required and must be obtained within 6 months of starting the position if the license is not already held prior to hire

Skills and Knowledge

  • Ability to work with Windows based software packages, including MS Word and Excel.
  • Knowledge of an Agency Management Systems or EPIC is preferred.
  • Ability to accomplish multiple tasks within restricted timeframes Ability to work independently and in a team environment.
  • Ability to effectively present information in one on one and small group situations to clients, employees, and insurance companies.
  • Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.
  • Ability to compute rate, ratio, and percentages

How to Apply

Copy the link below to your web browser and click "Apply Now": If you have any questions please email:  

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

Job expires in 33 days.

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