Commercial Lines Account Executive | Newburyport

Newburyport ,

Position Summary

  The Commercial Lines Producer will lead new sales initiatives, interact with existing & potential clients on a day-to-day basis, solicit commercial prospects, and implement creative solutions and revenue generating plans.

Job Responsibilities

  • Primarily generate Commercial Lines leads and sales for the company.
  • Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business.
  • Contribute to brokerage revenue goals by promoting and selling insurance products and services
  • Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
  • Assess client needs and provide advice on appropriate coverage levels and products.
  • Calculate premiums, assess risks and prepare documentation for clients.
  • Respond to telephone calls and correspondence from existing or potential customers in a timely manner
  • Provide a potential customer with the appropriate products in accordance with the company’s underwriting rules and procedures in order to avoid risks and maintain a profitable book of business.
  • Provide additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
  • Respond to customer complaints and resolve matters in a satisfactory manner.
  • Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
  • Keep up to date on all products and services offered by the brokerage.
  • Attend industry training programs as necessary. 


 Bachelor’s Degree or equivalent experience.

Required Job Skills

  • Advanced knowledge of Microsoft Office Suite 
  • Proven experience selling.
  • Strong customer service skills and communication skills (both verbal and written).
  • Valid driver’s license and reliable vehicle.

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