Personal Lines Regional Manager (Insurance)

Salem Five Bank; Woburn (MA); On-site; USD 88,000 - 118,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Tuition reimbursement

Employee referral program

Annual holiday reception

Job summary

Salem Five Bank seeks a Regional Manager for Personal Lines to lead recruitment, strategy, and development across multiple offices in Massachusetts. The role focuses on driving growth, ensuring operational excellence, and building strong relationships with carriers and internal teams.

The ideal candidate will have a minimum of seven years in Personal Lines management, a bachelor’s degree, and preferred CPCU/CIC designations, with proficiency in Microsoft Office and agency management systems.

Qualifications

• Bachelor’s Degree or 5+ years related experience; CPCU or CIC designations preferred but not required.
• Minimum of 7 years Personal Lines Management experience.
• Experience with Microsoft Office Suite: Word, Excel, and various rating programs.
• Ability to perform effectively in an environment requiring confidentiality, maturity, sound judgment, initiative, and professionalism.

Responsibilities

• Recruiting Personal Lines staff and collaborating with Sales Leaders.
• Lead Personal Lines regional team to drive growth and operational excellence.
• Generate reports and analytics for leadership to track performance and trends.
• Coordinate with carriers, underwriters, and marketing to optimize sales strategies.
• Mentor and develop Personal Lines Account Managers; foster cross‑department collaboration.

Skills

Leadership

Recruiting

Team Management

Reporting

Strategic Planning

Education

Bachelor's Degree

CPCU or CIC (preferred)

Tools

EPIC/Applied Agency Management System

Microsoft Office Suite

Job description

Salem Five is a growing regional financial services organization with a rich history of over 170 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

Why Join Us:

At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way.

Key Responsibilities

include the following; however other duties may be assigned.

Recruitment And Talent Identification

• Conducting interviews to identify potential candidates for Personal Lines Account Managers as well as other various roles.
• Collaborating closely with Personal Lines Sales Producers and the leadership team to ensure effective recruitment.

Sales And Cross-Selling

• Identifying cross-sell opportunities within the personal line’s portfolio.
• Facilitating meetings with carriers, underwriters, and marketing representatives to enhance sales strategies and training opportunities within region.
• Work closely with team to create synergies within department, cross-department, and within all branches. Streamline processes to help gain efficiency within all locations. Identify opportunities to enhance processes and/or technology to help reach goals.

Team Management

• Conducting one-on-one meetings with Account Managers and supervisors to provide guidance and support.
• Collaborating with other departments as needed to achieve organizational goals.
• Provides assistance to CL Sales and Service when needed.
• Train and develop Personal Lines Account Managers.
• Develop, partner and foster relationships with Personal Lines Sales Team.
• Create Synergies between sales and service to help support each other in reaching goals.
• Ensures Cross Functionality between Commercial and Personal Lines to promote client effectiveness.

Reporting And Analysis

• Generating reports for the leadership team to track performance, trends, and areas for improvement.
• The Personal Lines Regional Manager plays a critical role in driving growth, fostering collaboration, and ensuring operational excellence.
• Review daily activities through audits and analytics.

Strategic Planning And Vision

• Developing and communicating a clear vision for the personal lines department within the region.
• Creating strategic plans to achieve business goals, enhance customer satisfaction, and drive growth.

Team Development And Motivation

• Mentoring and coaching team members to improve performance and achieve targets.
• Fostering a positive work environment, motivating staff, and promoting professional development.
• Works closely with other departments to enhance overall operational excellence.
• Acts as a liaison between agency and carriers to communicate product and coverages suitable for clients’ needs to team. Educate and inform team about company products. Establish and maintain strong working relationship with carrier marketing representatives, service centers, claim representatives and underwriters.
• Demonstrate best practices through knowledge transfer and act as subject matter expect for staff.
• Acts as a reliable back up for PL Account Managers as assigned.

Performance Management

• Setting performance expectations and KPIs for the team.
• Regularly reviewing performance, providing constructive feedback, and addressing any performance gaps.
• Perform regular One on One meetings with assigned staff.
• Regular attendance is essential to this position.
• Assumes additional responsibilities as requested.

Problem-Solving And Decision-Making

• Handling escalated issues, resolving conflicts, and making informed decisions.
• Identifying process improvements and implementing solutions.
• Ability to handle emergencies and unexpected situations that may arise and share with Team Leadership.

Financial Oversight

• Managing expenses, and resource allocation for their region of the personal lines department.
• Monitoring financial performance and adjusting strategies as needed.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.

Supervisory Responsibilities

Carries out managerial responsibilities in accordance with the organization's policies and applicable laws. Staff management responsibilities include interviewing, hiring, and training employees, planning, assigning, and directing work, appraisal performance, rewarding and disciplining employees, addressing complaints and resolving problems.

EDUCATION And/or EXPERIENCE

Bachelors’ Degree or a minimum of five years related experience and/or training; or equivalent combination of education and experience. CPCU or CIC designations preferred but not required. Minimum of 7 years Personal Lines Management experience required. Experience with Microsoft Office Suite: Word, Excel, and various rating programs required. Experience in EPIC/Applied Agency Management System preferred but not required. Ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.

CERTIFICATES, LICENSES, REGISTRATIONS

MA P&C license required.

CPCU And CIC Preferred But Not Required.

Valid Driver’s License required.

Benefits/Incentives

We offer a comprehensive benefits package designed to support your well‑being and success, including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement. You will also enjoy additional perks such as our employee referral program, annual holiday reception, summer family outing, and more.

Salary Range

$87,722 - $118,424

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision.