Teams at Salem Five Bank

Manage complex personal insurance portfolios, oversee policy administration and renewals, advise clients on coverage and risk management, support sales growth, ensure regulatory compliance, analyze account data, and mentor junior account managers. Serve as a primary client contact while coordinating with carriers, underwriters, producers, and internal teams to resolve issues and deliver tailored personal lines insurance solutions.

Manages complex personal insurance accounts throughout the policy lifecycle, including quotes, renewals, endorsements, cancellations, claims support, compliance, and client advisory. Builds client relationships, identifies cross-selling opportunities, analyzes account data, resolves issues, collaborates with carriers, and mentors junior account managers. Requires at least three years of personal lines experience and a resident Property and Casualty insurance license.

Serves as the agency’s front-desk receptionist by answering and transferring calls, greeting visitors, managing incoming and outgoing mail, coordinating UPS shipments, performing clerical tasks, operating office equipment, and maintaining a professional office environment. The role also trains new front-desk personnel, supports the manager, ensures regulatory compliance, and handles additional administrative duties as needed.