Personal Lines Workflow Coordinator (Processor)

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 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.


* Assists PL Account Managers, 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 and Producers as needed.


* Checks download list daily.  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.


* 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 them to appropriate staff.


* Notifies 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 manual endorsements and add follow up for the Workflow Department – Store manual endorsements – Workflow Coordinator will delete when processed.


* Ability to work cross functionally within the organization.


* Regular attendance is essential to this position.

EDUCATION and/or EXPERIENCE:



* High school diploma or general education degree (GED) and two to three years related experience and/or training; or equivalent combination of education and experience.


* Insurance knowledge would be helpful.


* Microsoft applications (Word, Excel, Access, PowerPoint) and ability to operate off...