Jr Commercial Lines Account Manager

Salem Five has more than 30 retail banking branches throughout Essex Middlesex 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.

Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or locationlevel 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 were all about.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Understanding that all divisions of the company work together for one common purpose to deliver a consistent and distinctive customer experience to all customers. All employees must have knowledge of Salem Fives digital banking services and are able to use understand and describe these services.

• Service Book of Business Manage an averagesized portfolio of commercial clients.
• Maintain customer relationships and the retention of accounts through customer renewal meetings and adherence to department workflows.
• Identify solicit analyze and generate Commercial Lines Sales for the company.
• Cooperates in gathering information on renewals with Commercial Lines team supervise delivery of new and renewal policies and/or binders and collection of premiums in accordance with agency policy & procedures.
• Work off an expiration report to manage renewals.
• New Business Development Prepare comprehensive applications and proposals for new business opportunities. Set up comprehensive insurance proposals and make recommendations for insurance products.
• Increase sales opportunities by identifying additional product offerings on existing customers to meet their insurance needs.
• Participate in the development of an annual sales marketing plan to meet annual sales goal.
• Place new business quotes for potential prospects. Help identify coverage gaps and make recommendations.
• Collaborate with Sales Producers to assist with insurance product placement.
• Identify and recommend markets that support departmental goals for new and renewal business.
• Renewal Management: Review and prepare renewal applications and proposals.
• Ensure timely and accurate processing in accordance with the expiration list.
• Collaborate with Sales Producers to obtain updated renewal information.
• Obtain and verify additional information from customers to complete applications renewals and service requests.
• Set up finance agreements for customers follow up for payments and manage invoicing and billing processes.
• Client Service: Provide aboveaverage quality service and assistance to all new and existing customers.
• Attend client meetings with Sales Producers to provide expertise and support.
• Collaborate with internal teams and departments for smooth operations and exceptional service delivery.
• Policy Administration Handle policy change requests audits cancellations and reinstatements. Ensure accurate and timely processing of all requests.
• Documentation and Reporting Maintain accurate and uptodate records of client interactions and account management activities.
• Maintain a high sensitivity level for error ratio and omissions regarding account service.
• Billing and Invoicing Set up and manage invoicing and billing processes.
• Ensure accuracy and resolve discrepancies promptly.
• Daily Activity Management Work on daily open activities and follow up on endorsements and policy change requests.
• Ensure all tasks are completed in a timely manner.
• Digital Proficiency Demonstrate a high level of proficiency with Salem Fives digital technology offering.
• Be proficient with mobile smartphones including texting email and application management.
• Utilize desktop applications such as MS Office (Excel Word Exchange) effectively.
• Use the Internet (mobile and desktop) proficiently to search and locate information.
• Technology Adaptability Embrace new and emerging technologies to support operations and customers.
• Show flexibility and the ability to learn and adapt to change.
• Regular attendance is essential to this position.
• Additional responsibilities as requested.

EDUCATION and/or EXPERIENCE:

Bachelors Degree or a minimum of one to three years related experience and/or training; or equivalent combination of education and experience. Must have experience with Word Excel and various rating programs required. 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. Property & Casualty License preferred.

CERTIFICATES LICENSES REGISTRATIONS:

Property & Casualty preferred. Valid Drivers 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: Competitive Base

Ready to applyIf this job sounds like a fit for you then click onApply/Apply Nowin this posting. We look forward to talking withyou.

Qualifiedcandidates may also submit a resume and application online at salemfive/careers or mail your resume to Human Resources 210 Essex Street Salem MA01970.