Commercial Lines Account Manager

Boyle Insurance
445 Main St
Woburn, MA 01801, USA

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.

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

• Provide an outstanding Customer Experience to Salem Five customers and prospects
• Be able to demonstrate a high level of proficiency with Salem Five’s digital technology offering
• Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management
• Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange)
• Proficient utilizing the Internet (mobile and desktop) to search and locate information
• Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change
• Contribute to agency growth by upgrading, rounding, cross selling and maintaining existing business that is consistent with the agency’s standards for acceptable business.
• Provide above average quality service and assistance to all new and existing clients.
• Follow department standardized operating procedures to include but not limited to, all renewals, on-going service and new business submissions.
• Identify markets that will assist the unit in new business placements.
• Place insurance contracts with insurance carriers following the consultation with producers. This entails having knowledge of all carriers’ online rating systems.
• Provide quotes to new clients as needed.
• Review and process all insurance policies for accuracy.
• Maintain a high sensitivity level for error ratio and omissions regarding account service.
• Penetrate existing accounts to ‘round out’ all lines of coverage for maximum income potential. Follow up on recommendations sent with renewal policies.
• Attend weekly department meetings prepared to discuss new business, lost business, renewal deemed to be at risk and any issues with insurance carriers or clients. Also review current pipeline of insurance quotes and prospects in quoting status.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
• Regular attendance is essential to this position.

Assumes additional responsibilities as requested.

Bachelors’ Degree or a minimum of five years related experience and/or training; or equivalent combination of education and experience. Property & Casualty License required. 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.

CERTIFICATES, LICENCES, REGISTRATIONS

Property & Casualty License required.

Valid Driver’s 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;…