Personal Lines Sales Producer; Insurance Sales

2 days ago Be among the first 25 applicants

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 requires the ability to work in the Woburn, MA offices.

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 home ownership 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.

• The primary objectives of this role are to generate new organic business and maintain the renewal book of business for our agency.
• Includes managing a renewal book of business, identifying cross sell opportunities, and fostering strong customer relationships.
• Continuously monitor renewal retention rates to ensure that we are retaining our business and addressing any potential issues proactively.
• The Producer will possess strong sales acumen, excellent communication skills, and a proactive approach to building and fostering relationships with clients and partners.
• Collaborate with our banking partners, mortgage department, and retail branches to identify cross‑selling opportunities and foster mutually beneficial relationships. Foster and maintain strong, mutually beneficial relationships with these partners.
• Maintain a robust pipeline of new business, attend networking events, and work closely with the Sales Manager to achieve targeted goals. Conduct cold calls, follow up on leads, and pursue referrals to build the client base.
• Responsible for handling the rating, quoting, and proposing of new business opportunities, manage payments, and ensure accurate record‑keeping and documentation in our agency management system. Explain the various insurance products to customers.
• Address customers concerns, and service requests promptly and professionally.
• Conducts regular reviews of customers insurance needs to ensure adequate coverage and offer policy and product recommendations.
• Collaboration with both our internal and external service and support staff. By working closely together, we can ensure seamless workflow management and drive efficiencies across all processes.
• Regular attendance is essential to this position.
• Assumes additional responsibilities as requested.

• Attend networking events and engage in community activities to enhance the agency’s visibility and attract new clients.
• Build and maintain relationships with prospective clients, industry professionals and banking partners.
• Attend meetings and training sessions with carrier representatives and vendors.

• Collaborate closely with the Sales Manager to develop strategies and reach targeted sales goals.
• Provide input on sales strategies and market trends to help shape the agency's growth initiatives.
• Attend regular sales meetings and agency events.

• Collect payments from customers, ensuring all transactions are accurately recorded.
• Obtain necessary signatures and ensure all required documents are completed and filed properly.

• Work with the Quality Control Manager including internal service and support staff to ensure all documentation is completed accurately including signed documents and collecting minimum payments. All signed documents meet the agency’s standards.
• Ensure that the agency management system (Applied) is updated with the most recent and accurate client information.

• Collaborate with internal and external departments to ensure seamless service delivery to clients.
• Act as a…