Personal Lines Workflow Coordinator (Processor)

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 requires the ability to work in the Woburn, MA 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.  

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.

Other duties may be assigned.


* Check all incoming policies for accuracy.

 Keys changes if policy doesn’t match EPIC


* Notifies company of correct information and request necessary changes.


* Prepares all policies for the Personal Lines Account Managers for mailing.


* Assists PL Account Managers with mail, keying changes to the companies and completing follow-up lists. 


* Enter customer information into Atlas/SinglePoint/Carrier Rating/MSB’s software to provide support to Personal Lines Account Managers, agency service staff and sales producers.


* Set-up Insurance Binders, RMV forms for Account Managers as needed.


* Prepare Applications and policy forms for Account Managers as needed.


* Checks download list daily and ensures all downloads are invoiced by company when any change in premium has occurred.  Review commission for accuracy.


* Responsible for company downloads/edocs/claims.


* Set up and follow up on pending cancellations and Reconciliations/Reversals as needed.


* Process endorsements online with our carriers adds open activity and updates our agency management system.


* Follow up on all policy endorsements for entire Personal Lines department and follow through with a second request if needed.


* Assist the leadership team in ensuring that the workflow criteria are being met and assists others within the department if need be. 


* Retrieve email messages daily from Insurance Services mailbox and distribute to appropriate staff.


* Provide back up for PL Account Manager’s mail as needed.


* Responsible to set accounts for rewrites and provide notification to PL Acct Managers & Producers on impending cancellations


* Inbound/Outbound telephone calls


* Scan/sort mail as assigned and update information into EPIC.


* Review flood renewals and follow ups on payments and policy issuance.


* Request endorsements for c...