Personal Lines Insurance Specialist — Client Growth & Service

Salem Five Bank; Woburn (MA); On-site; USD 60,000 - 96,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Tuition reimbursement

Job summary

Salem Five Bank is seeking an experienced Personal Lines Account Manager to support a diverse book of personal lines clients across our Woburn, Danvers, Gloucester, Plymouth or Norwood offices.

You will handle policy processing, client service, and carrier communications, build long-term relationships, identify cross-sell opportunities, and ensure accurate data management and regulatory compliance. A 3-year Personal Lines background and a Property & Casualty license are required.

Qualifications

• High school diploma or GED with 3 years Personal Lines experience.
• Proficient in Atlas, Singlepoint and MSBs.
• Property & Casualty Insurance License preferred or required.

Responsibilities

• Manage a diverse book of personal lines customers with tailored service.
• Respond to complex inquiries regarding policies, coverages, and claims.
• Maintain relationships to ensure retention and satisfaction.
• Collaborate with Personal Lines Producers and attend meetings.
• Process new policies, renewals, endorsements, and cancellations.
• Ensure policy documentation is accurate and compliant.

Skills

Customer service

Account management

Sales

Communication

Tools

Atlas

Singlepoint

MSBs

Epic System

Job description

Salem Five Bank is seeking an experienced Personal Lines Account Manager to support a diverse book of personal lines clients across our Woburn, Danvers, Gloucester, Plymouth or Norwood offices.

You will handle policy processing, client service, and carrier communications, build long-term relationships, identify cross-sell opportunities, and ensure accurate data management and regulatory compliance. A 3-year Personal Lines background and a Property & Casualty license are required.