Salem Five Bank Benefits Overview

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.

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.

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.