Teams at Salem Five Bank

Manage a book of personal lines clients, handle policy processing (new, renewals, endorsements, cancellations), resolve complex client inquiries and claims, collaborate with underwriters and producers, generate quotes, support cross-selling and retention, maintain accurate agency data and compliance, and mentor junior staff.

Manage a portfolio of complex commercial insurance accounts, handling policy processing, renewals, endorsements, client inquiries, claims coordination, and carrier liaison. Drive retention and growth through cross-selling, sales support, reporting, compliance, and mentoring junior staff.

The Commercial Insurance Manager leads the Commercial Lines support team, oversees account management, trains staff, and ensures client satisfaction through efficient service delivery and compliance with insurance regulations.