Sales And Service Assistant II

Eastern Bank Natick , MA 01760

Posted 2 weeks ago

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:

Under the direction of the Risk Management SVP 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 Group. This group consists of the large commercial lines clients which generate a minimum revenue of $10,000 each. The individual filling this role will interact with account executives in the Risk Management group in Natick, sales producers across the organization in Commercial Lines, the Claims Department, Billing Department and our Marketing Department. The individual will also be responsible for other projects as assigned.

  • Further responsibilities of the role include:

  • 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 "edocs" 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/or 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.

COMPUTER SKILLS / ABILITIES:

  • Ability to work with Windows based software packages, including MS Word and Excel.

  • Knowledge of an Agency Management Systems is preferred.

  • Ability to accomplish multiple tasks within restricted timeframes

  • Ability to work independently and in a team environment.

MATH / LANGUAGE SKILLS:

  • 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.

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Sales And Service Assistant II

Eastern Bank