Private Client Services 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 requires a hands-on leader who understands the unique expectations of high-net-worth clients and knows how to balance exceptional service, operational discipline, employee development, retention, and growth.

You build strong relationships with employees, clients, producers, carriers, and business partners while creating accountability and maintaining a collaborative, solutions-oriented environment.

This is a hybrid position.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 


* Lead, coach, and develop Private Client Account Executives, setting clear expectations for service quality, responsiveness, accuracy, and follow-through.


* Manage team workloads, priorities, service standards, and capacity to ensure an exceptional client experience.


* Provide technical guidance on complex private client coverage, underwriting, carrier, billing, claims, and service matters.


* Partner with producers to support new business opportunities, including information gathering, carrier submissions, quoting, proposal preparation, coverage discussions, and follow-up.


* Drive client retention through proactive renewal management, identification of at-risk accounts, and timely resolution of client concerns.


* Promote a consultative account-rounding approach to identify appropriate cross-sell and upsell opportunities across personal, commercial, umbrella, flood, valuables, life, and other coverage needs.


* Monitor retention, lost business, referrals, cross-sell opportunities, new business activity, and other service and growth measures.


* Collaborate with Personal Lines, Commercial Lines, banking, wealth management, mortgage, and other partners to provide a coordinated client experience.


* Ensure consistent and effective use of Applied EPIC, including workflows, documentation, data quality, and activity management.


* Identify opportunities to improve processes, service delivery, and operational efficiency.


* Manage onboarding, training, performance reviews, and ongoing development for team members.


* Maintain strong relationships with Private Client carrier partners and stay current on industry products, practices, and t...