Personal Lines Account Manager (Insurance)

Other duties may be assigned. • Maintain professional relationships with clients, agency personnel and company staff via prompt, courteous, knowledgeable and accurate service. • 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. • Complete applications for new business and submit to the companies for processing within 24-48 hours of writing the policy. • Create new

risk files via computer and enter insureds’ policy and coverage data. Enter follow-up to track new business or change rate class (date first licensed). • Maintain contact with clients so their renewal policies reflect current values and their coverage is broadened where applicable.

Send renewal letter with each policy advising recommendations including liability or deductible, etc. Add VRC. • Market accounts when sending home renewals, no auto, no VRC, no umb, INC OBI etc. • Understand and support the company’s sales policies and procedures so as to provide proper and effective service for clients. • Document all contact with clients in traxlog and gather expiration dates, account sell

and to acquire information as to their insurance needs. • Follow expiration lists to assure policy renewal.

Provide Processing Department with declaration if system needs to be updated. Who We Are: Join an organization that prioritizes innovation, customer service and supporting the communities we serve. Love the people you work with while participating in and helping to shape our collaborative environment. When you join Salem Five, you become part of a growing, regional financial services company. Salem Five has more than 30 retail banking branches throughout Esinteraction, Middleinteraction, 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 Why Salem Five: We’ve been around since 1855 – which means we will be around a lot longer – but we also know what it takes to be competitive in this day and age.

We pride ourselves in being one of the first banks on the internet and continually try and push ourselves to offer the latest in online and mobile banking to serve our customers in whichever channel they prefer. Whether it be a virtual assistant via our website, obtaining cash at ATMs without a card present, or going through the mortgage process via our digital app, we want to offer the digital experiences that customers want.

Continued company growth offers opportunities for individual growth. 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. 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.

Minimum of 3 years Personal Lines experience required. Excellent Microsoft applications skills (Word, Excel, Access, and Power Point) and excellent verbal and written communication skills are essential. Ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required. Experience with Epic System an asset. CERTIFICATES, LICENSES, REGISTRATIONS Personal Lines License required.

PHYSICAL DEMANDS The physical demands described here are representative of those, which must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; sit; climb; or balance; and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision.

Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: Competitive Base plus incentive Ready to apply? If this job sounds like a fit for you, then click on Apply/ in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at /careers or mail your resume to Human Resources, 210 Esinteraction Street, Salem, MA 01970.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

41 CFR 60-1.35(c)