Sr. Personal Lines Account Manager

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.

Salem Five believes deeply in supporting the communities in which we reside.

Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA.

We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees.

Come see what we’re all about.  

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.

Other duties may be assigned.


* Manages a higher volume of client relationships;


* Demonstrates the ability to work independently, confidently make sound decisions, and requires little direction from upper management to perform the duties of the position;


* Displays strong knowledge of Salem Five Insurance Services (SFIS) products and services to handle more complex client requests;


* Is a proven team player who serves as a leader for special projects at the agency: evaluating needs, making recommendations to management; engaging appropriate internal resources; motivating team members to deliver results.


* Trains new or less experienced CSRs to company policies, procedures.


* Serves as a role model in achieving the highest standards on behalf of Salem Five Insurance Services.


* Makes recommendations to management for operational enhancements.


* Maintain professional relationships with clients, agency personnel and company staff via prompt, courteous, knowledgeable and accurate service.


* Answer client inquiries as needed relating to their policies, such as account status, coverage, and premium information.


* Receive and process client requests via telephone, mail or walk-in to include completing paperwork, entering and updating account information on insureds’ risk file, requesting endorsements, completing RMV paperwork, and confirming vehicles registered.


* Complete applications for new business and submit to the companies for processing within 24-48 hours of writing the policy.


* Create new risk files via computer and enter insureds’ policy and coverage data.

Enter follow-up for CSR to track new business or change rate class (date first licensed).


* Maintain contact with clients so their renewal policies reflect current values and their coverage is broadened where applicable.

Send renewal letter with each policy advising recommendations including liability or deductible, etc.   Add VRC.


* Market accounts when s...