Jobs at Salem Five Bank

Leads private client insurance account executives, managing workloads, service quality, coaching, performance, and development. Provides technical guidance on complex high-net-worth coverage, underwriting, carriers, billing, claims, and service matters. Supports new business placement, renewals, retention, cross-selling, and producer relationships while monitoring growth metrics. Oversees Applied EPIC workflows, process improvement, carrier partnerships, and collaboration across banking and wealth management teams.

Processes personal lines insurance policies, endorsements, cancellations, renewals, claims, downloads, and reconciliations. Reviews policy accuracy, updates agency systems, prepares binders and RMV forms, manages workflow follow-ups, distributes departmental communications, and supports account managers, producers, and leadership. The role also handles customer calls, mail processing, carrier communications, and cross-functional administrative support.

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.

The Commercial Lender is responsible for assessing creditworthiness, issuing loans for businesses, managing client relationships, and ensuring compliance with regulations while analyzing financial data.

Manage a portfolio of commercial insurance accounts, handling policy processing, renewals, endorsements, billing, claims support, and customer service. Build client relationships, support sales and retention efforts, collaborate with underwriters and producers, maintain accurate account data, ensure regulatory compliance, and contribute to process improvements.

This role involves generating new business, managing an insurance renewal book, maintaining customer relationships, collaborating with banking partners, and ensuring accurate documentation of transactions.