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- Tasks: Manage client relationships and provide top-notch service for insurance policies.
- Company: Join Salem Five Bank, a community-focused financial institution with over 160 years of history.
- Benefits: Enjoy health insurance, tuition reimbursement, flexible spending accounts, and more perks.
- Why this job: Be part of a supportive culture that values community impact and employee growth.
- Qualifications: High school diploma and 3 years of personal lines experience required; insurance license needed.
- Other info: Competitive salary with incentives; apply now to kickstart your career!
The predicted salary is between 42000 - 84000 £ per year.
Personal Lines Account Manager (Insurance)
Join to apply for the Personal Lines Account Manager (Insurance) role at Salem Five Bank
Personal Lines Account Manager (Insurance)
1 month ago Be among the first 25 applicants
Join to apply for the Personal Lines Account Manager (Insurance) role at Salem Five Bank
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.
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 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. 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.
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 PowerPoint) 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
Property & Casualty Insurance 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/Apply Now in this posting. We look forward to talking with you.
Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Sales and Business Development
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Industries
Banking
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Personal Lines Account Manager (Insurance) employer: Salem Five Bank
Contact Detail:
Salem Five Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Lines Account Manager (Insurance)
✨Tip Number 1
Familiarise yourself with Salem Five Bank's values and community involvement. During your interactions, whether in interviews or networking, mention how your personal values align with their commitment to community support. This shows that you’re not just looking for a job, but you genuinely care about the organisation's mission.
✨Tip Number 2
Leverage your existing network in the insurance industry. Reach out to former colleagues or acquaintances who may have connections at Salem Five Bank. A referral from someone within the company can significantly boost your chances of landing an interview.
✨Tip Number 3
Brush up on your knowledge of personal lines insurance products and current market trends. Being able to discuss recent changes in the industry or new products during your conversations will demonstrate your expertise and enthusiasm for the role.
✨Tip Number 4
Prepare specific examples from your past experience that highlight your customer service skills and ability to manage client relationships effectively. Be ready to share these anecdotes during interviews to illustrate how you can add value to the team at Salem Five Bank.
We think you need these skills to ace Personal Lines Account Manager (Insurance)
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Personal Lines Account Manager position. Understand the essential duties and responsibilities, as well as the qualifications required. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience in personal lines insurance. Highlight specific achievements and responsibilities from previous roles that demonstrate your ability to maintain professional relationships and provide excellent client service.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of Salem Five's commitment to community support and how you can contribute to their mission. Use specific examples from your past experiences to illustrate your skills and fit for the position.
Proofread Your Application: Before submitting your application, take the time to proofread all documents. Check for spelling and grammatical errors, and ensure that your contact information is correct. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at Salem Five Bank
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of personal lines insurance. Understand the different types of policies, coverage options, and common client inquiries. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Communication Skills
As a Personal Lines Account Manager, excellent verbal and written communication skills are crucial. Prepare to discuss how you've effectively communicated with clients in the past, and be ready to showcase your ability to explain complex insurance concepts in simple terms.
✨Demonstrate Client Relationship Management
Be prepared to share examples of how you've maintained professional relationships with clients. Discuss specific strategies you've used to ensure client satisfaction and retention, as this role heavily relies on building trust and rapport.
✨Familiarise Yourself with the Company
Research Salem Five Bank and its values, especially their commitment to community support. Be ready to discuss how your personal values align with theirs and how you can contribute to their mission of serving the community.
