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CL Account Executive II at Eastern Bank

CL Account Executive II

Eastern Bank Brockton, MA Full-Time
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At Eastern Insurance, we strive to be true to our customers, communities, and the valued employees who help us carry out our mission. If you’re looking for a rewarding career opportunity with a company that offers a competitive salary and comprehensive employee benefits program, you’ve come to the right place.

Responsibilities include, but are not limited to the following:

  • Handle all customer relations and support services for assigned accounts. Work with producers/marketing in order to enhance client development, service, quality and sales of these clients.
  • Independently identify and analyzes client exposures to recommend and/or design risk transfer/appropriate insurance coverage and carrier.  Develop a competitive insurance program that provides various alternatives for client consideration. 
  • Compile, organize, review and maintain all client information necessary to process new, renewal, cancellation and endorsements.
  • Negotiate favorable quotes with appropriate insurance carriers for client recommendations.
  • Bind commercial lines coverage for clients within authority granted by the specific insurance company.
  • Work policy expiration lists prior to renewal for customer contact and improved retention. Prepares policy renewal inquiries and recommends coverage enhancements as appropriate.
  • Process 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.
  • Assume some lead responsibilities on special projects or research.  May also participate in the development of department policies and procedures. 
  • Maintain a current level of knowledge on rates, forms, and coverage changes through bulletins and circulars, and maintains required commercial lines manuals and rating systems.
  • Perform database management and input to department standards.
  • Communicate with other department members and other departments in order to provide continuity, uniform procedures and agency-wide communication and morale.
  • Perform other related duties as requested.

Education and Experience:

  • Bachelor's degree from four-year college or university; or equivalent combination of education and experience and
  • More than 10 years sales, marketing, or relationship management experience.
  • Possesses an in-depth knowledge of the insurance brokerage business and the assigned clients’ needs.
  • Professional designations (or pursuit of), including CPCU, CIC, or ARM are required.


  • Ability to read, analyze, and interpret documents such as financial reports, legal document and procedure manuals 
  • Ability to respond to complex inquires or complaints from customers, regulatory agencies, or members of the business community 
  • Ability to write speeches and articles for publication that conform to prescribed style and format 
  • Ability to effectively present information to clients, top management, public groups, and/or boards of directors
  • 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 AMS 360 is 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
  • Must work well in a team environment


Recommended Skills

Customer Relationship Management
Public Speaking
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Job Snapshot

Employee Type



Brockton, MA

Job Type



Not Specified

Date Posted

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