Commercial Lines Sales Manager; Insurance

Overview

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 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.

This position requires the ability to work in the Woburn, MA office.

The Commercial Lines Sales Manager is responsible for leading, developing, and supporting the agency’s Commercial Lines Producers and Inside Sales team, with a primary focus on new business production, pipeline management, and sales execution
. This role works closely with the Director of Sales & Marketing to implement growth strategies and remains focused on day-to-day sales leadership and producer performance
.

The Sales Manager is execution-driven, owning producer accountability, lead conversion, and referral outcomes. This role strengthens partnerships with banking affiliates by driving referral generation and producer engagement, while collaborating with—but not duplicating—the responsibilities of Operations, Service, or Agency Leadership. The Sales Manager does not manage service teams or underwriting functions but partners closely with those teams to ensure effective handoffs and a strong customer experience.

Key Responsibilities

• Sales Leadership & Producer Performance
• Provide direct leadership and performance management for Producers and Inside Sales staff.
• Drive accountability for new business production, pipeline activity, referral follow-up, and revenue goals.
• Conduct regular 1:1 meetings focused on sales performance, pipeline health, prospect strategy, and professional development.
• Lead weekly or biweekly sales meetings centered on production results, priorities, and sales strategies.
• Establish and monitor individual and team sales goals aligned with agency growth objectives.
• Identify skill gaps and coordinate sales-focused coaching, mentoring, and training resources.

• Bank Partnership, FIVE Program & Referral Growth
• Serve as the primary sales-facing liaison between the insurance agency and banking partners.
• Manage and oversee leads generated through bank partnerships, including FIVE Program lead intake, distribution, tracking, and conversion.
• Ensure consistent execution, follow-up, and reporting on all FIVE Program referrals.
• Drive producer engagement with assigned bank branches and referral partners.
• Maintain strong relationships with branch managers, retail leadership, mortgage officers, and other referral sources to increase referral volume and quality.
• Conduct periodic branch visits focused on sales activity, pipeline review, and opportunity development.
• Develop and deliver sales presentations, product overviews, and performance updates to banking leadership.
• Proactively identify cross-sell and referral opportunities in collaboration with banking partners.

• Sales Operations, Training & Performance Management
• Own lead management workflow, ensuring timely follow-up, sales activity tracking, and conversion outcomes.
• Monitor daily, weekly, and monthly production metrics, pipeline reports, referral performance, and FIVE Program results.
• Analyze dashboards and trends to make data-driven adjustments to sales strategies and priorities.
• Maintain accurate reporting related to sales activity, forecasts, referral sources, and production results.
• Collaborate with Sales Consultants to support and participate in sales training sessions and structured sales programs.
• Monitor individual and team progress through Sales…