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.

The role involves managing commercial insurance accounts, enhancing customer experience, utilizing digital tools, providing quotes, and ensuring compliance with regulations.

Generate new organic private client insurance business through prospecting, networking, and cross-selling. Develop proposals, manage new business placement, maintain accurate records in EPIC, collaborate with internal partners, and meet production goals while ensuring excellent client service.