Personal Lines Account Manager (Insurance)

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.

This position can be based in our Woburn, Danvers, Plymouth or Norwood office. 

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.  

KEY RESPONSIBILITIES include the following.

Other duties may be assigned.

Customer Account Management:

Manage a diverse book of personal lines customers, providing tailored and proactive service.

Respond to complex customer inquiries and issues regarding their insurance policies, coverages, and claims with professionalism and accuracy.

Develop and maintain strong, long-term relationships with customers to ensure ongoing satisfaction and retention.

Works Collaboratively with Personal Lines Producers.

Attends Carrier and Leadership Meetings.

Maintain knowledge for the assigned carrier pertaining to company policies, procedures relating to underwriting, rating and billing.

Maintain, review and communicate changes for the carrier assigned and highlight the changes during the monthly Personal Lines Meeting when needed.

Regular attendance is essential to this position.  

Assumes additional responsibilities as requested.

Policy Processing and Administration:

Oversee the processing of new policies, renewals, endorsements, and cancellations for personal lines accounts, ensuring accuracy and timeliness.

Work closely with underwriters and carriers to resolve any discrepancies or issues in policy servicing.

Ensure all policy documentation is comprehensive, accurate, and compliant with regulatory requirements.

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.

Follow expiration lists to assure policy renewal.  Provide Workflow Department with declaration if EPIC needs to be updated.

Customer Service and Support:

Serve as a trusted advisor to customers, helping them understand their insurance needs and guiding them through their options.

Address and resolve escalated customer complaints or concerns efficiently, ensuring customer satisfaction.

Advise Personal Lines...