Agency Data and Systems 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:

The Agency Data and Systems Manager is responsible for ensuring the accuracy, consistency, and integrity of data within the Agency Management System (Applied Epic).

This role establishes and maintains data standards, trains and supports staff in proper system usage, conducts audits to ensure compliance, and partners with leadership to ensure data reliability for operational and strategic decision‑making.

This position works closely with Commercial Lines, Personal Lines, Operations, and the Leadership Team and serves as the primary owner of agency‑wide data standards within the Agency Management System.

Data Governance & System Standards


* Establish, document, and maintain agency‑wide data entry standards and Standard Operating Procedures (SOPs) for client, policy, and account records within Applied Epic.


* Define and enforce required data fields, protocols, and system usage standards to ensure data completeness, accuracy, and consistency.


* Serve as the subject‑matter expert for Applied Epic data structure, required fields, and best‑practice usage.


* Maintain accurate carrier download configurations and ensure proper data mapping and system alignment.

Training & Staff Enablement


* Develop and deliver onboarding training for new employees on Agency Management System data standards and procedures.


* Provide ongoing and remedial training for existing staff to address data quality issues, system changes, or process updates.


* Partner with department leaders to reinforce expectations and promote adherence to established data standards.

Monitoring, Auditing & Compliance


* Conduct regular audits of client and policy records to ensure compliance with established data and account standards.


* Identify data integrity issues, trends, and recurring gaps and report findings to department leadership and the Leadership Team.


* Recommend corrective actions, retraining, and process improvements to address non‑compliance and data quality risks.


* Support invoice review and cor...