Sr. Personal Insurance Account Manager

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve.

With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values.

Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way.

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

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Advanced Customer Account Management:


* Manage a portfolio of high-volume and complex personal lines customers, delivering tailored and proactive service.


* Serve as the primary point of contact for clients, handling all aspects of their insurance needs with professionalism and expertise.


* Develop and maintain deep relationships with clients, understand their unique requirements, and provide strategic insurance solutions.


* Review the expiration report within 90 days of each renewal to proactively manage client renewals.

Engage with client to discuss renewal options and evaluate current coverages.


* Makes Consultative recommendations to clients. 


* Regular attendance is essential to this position.


* Assumes additional responsibilities as requested.

Policy Administration and Oversight:


* Oversee the entire life cycle of personal lines policies, from initial quote and issuance through to renewal and claims support.


* Ensure accurate and timely processing of policies, endorsements, renewals, and cancellations, adhering to company and regulatory standards.


* Work closely with underwriters and insurance carriers to negotiate terms and resolve any complex issues related to policy management.


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


* 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.


* Prepare price quotes for new and existing clients as requested.


* Handle and resolve client complaints and/or concerns in an expeditious and tactful manner.

Advise Personal Lines Leadership regarding key issues.


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