CL Sales Executive III

Eastern Insurance

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.