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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.

Receptionist responsible for answering and transferring multi-line calls, greeting visitors, maintaining a professional office environment, coordinating UPS shipments and outgoing mail, performing clerical tasks, operating office equipment, distributing documents, assisting the manager, and training new front-desk personnel. The position requires regular attendance and compliance with banking regulations.

Provides first- and second-line helpdesk support for bank employees and locations, resolving desktop hardware, operating system, application, and connectivity issues. Manages support tickets, documentation, knowledgebase updates, workstation builds, PC inventory, vendor coordination, and service-level performance. Collaborates with engineering, supports projects and production tickets, assists with onboarding and training, and helps identify recurring issues and preventative improvements.

Leads Salem Five’s talent acquisition function while personally managing full-cycle recruiting. Responsibilities include developing hiring strategies, employer branding, sourcing, screening, interviewing, offer negotiation, talent pipeline development, recruitment technology management, compliance, metrics, and hiring forecasts. The role supervises one direct report, coaches the recruiting team, partners with executives and hiring managers, attends career fairs, and recruits across banking and other organizational functions.

Provides first- and second-line helpdesk support for bank employees and locations, resolving desktop hardware, operating system, application, and connectivity issues. Manages support tickets, escalations, documentation, knowledgebase updates, workstation builds, PC staging, inventory, vendor coordination, and service-level metrics. Collaborates with engineering on desktop-related production issues and assists with helpdesk team onboarding and training.

Generate new commercial insurance business, maintain and renew client accounts, prospect and conduct sales presentations, and coordinate submissions with account management, marketing, underwriting, carriers, and banking partners. Build referral and community relationships, support sales strategies, monitor retention, complete documentation, manage payment terms, maintain required licensing, and comply with insurance and banking regulations.

The Commercial Lender is responsible for assessing creditworthiness, issuing loans for businesses, managing client relationships, and ensuring compliance with regulations while analyzing financial data.

Manage a portfolio of commercial insurance accounts, handling policy processing, renewals, endorsements, billing, claims support, and customer service. Build client relationships, support sales and retention efforts, collaborate with underwriters and producers, maintain accurate account data, ensure regulatory compliance, and contribute to process improvements.