Commercial Insurance Account Manager

Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide an outstanding Customer Experience to Salem Five customers and prospects Demonstrate a high level of proficiency with Salem Five’s digital technology offering Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange) Proficient utilizing the Internet (mobile and desktop) to search and locate information Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change Contribute to agency growth by upgrading, rounding, cross selling and maintaining existing business that is consistent with the agency’s standards for acceptable business Provide above average quality service and assistance to all new and existing clients Follow department standardized operating procedures to include but not limited to, all renewals, on‑going service and new business submissions Identify markets that will assist the unit in new business placements Place insurance contracts with insurance carriers following consultation with producers. This entails having knowledge of all carriers’ online rating systems Provide quotes to new clients as needed Review and process all insurance policies for accuracy Maintain a high sensitivity level for error ratio and omissions regarding account service Penetrate existing accounts to ‘round out’ all lines of coverage for maximum income potential. Follow up on recommendations sent with renewal policies Attend weekly department meetings prepared to discuss new business, lost business, renewal deemed to be at risk and any issues with insurance carriers or clients. Also review current pipeline of insurance quotes and prospects in quoting status Demonstrate compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position Regular attendance is essential to this position EDUCATION and/or EXPERIENCE Bachelor’s Degree or a minimum of five years related experience and/or training; or equivalent combination of education and experience. Property & Casualty License required. Must have experience with Word, Excel, and various rating programs. Ability to use an advanced agency management system a must (EPIC preferred). Ability to work on complex insurance issues including designing total insurance programs based on risk analysis. Bond knowledge an asset. CERTIFICATES, LICENCES, REGISTRATIONS Property & Casualty License required. Valid Driver’s License PHYSICAL DEMANDS The physical demands described here are representative of those that 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 sit and talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 10 pounds. 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 $65,000 - $85,000 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr