CL Sales Executive II

Eastern Insurance
Natick

 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.


Sells insurance to new and current clients by performing the following duties.

 

Responsibilities for this role include, but are not limited to the following:


• 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


• 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.


Education and Experience

Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience.


Certifications

• Massachusetts Property and Casualty Agent's License.

• Valid Driver's License.

• Must be able to travel 60% of the time.