Personal Lines Workflow Coordinator (Processor)

Salem Five; Danvers (MA); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking financial services organization as a Personal Lines Workflow Coordinator. This role is essential in ensuring the accuracy of insurance policies and supporting Account Managers in their efforts. With a focus on customer service, you will manage data entry, handle policy updates, and embrace new technologies. Enjoy a collaborative work environment where your contributions help shape the future of the company. If you're detail-oriented and ready to grow in the insurance field, this is the perfect opportunity for you!

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401k Matching

Tuition Reimbursement

Employee Referral Program

Social Events

Qualifications

• 2-3 years of related experience in insurance processing.
• Knowledge of insurance is helpful but not required.

Responsibilities

• Verify accuracy of incoming policies and update changes in EPIC.
• Assist Account Managers with mailings and customer data entry.
• Deliver excellent customer service to clients and prospects.

Skills

Customer Service

Attention to Detail

Proficiency in Microsoft Office

Digital Tools Proficiency

Education

High School Diploma or GED

Tools

EPIC

SinglePoint

Atlas

MSB

Job description

Personal Lines Workflow Coordinator (Processor)

Job Category: Insurance Services

Requisition Number: PERSO003271

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• Posted: May 8, 2025
• Full-Time

Locations

Showing 1 location

About Salem Five

Salem Five is a growing regional financial services organization with over 160 years of history. As an independent bank, we are deeply rooted in our communities, offering rewarding careers.

This position requires the ability to work in the Danvers, MA office.

We have more than 30 retail branches across Essex, Middlesex, Norfolk, and Suffolk counties, with strong business banking, an Insurance division, Wealth Management & Trust, and a Mortgage Company serving generations of families.

We are committed to supporting our communities through donations and events, reflecting our core values. Join us to be part of this mission.

Essential Duties and Responsibilities

• Verify accuracy of all incoming policies, update changes in EPIC.
• Notify the company of correct information and request necessary updates.
• Prepare policies for mailing to Personal Lines Account Managers.
• Assist Account Managers with mailings, keying changes, and follow-up lists.
• Enter customer data into Atlas/SinglePoint/Carrier Rating/MSB systems to support staff and sales.
• Set up insurance binders, RMV forms, and prepare applications and policy forms.
• Review download lists daily, ensure invoicing, and verify commission accuracy.
• Handle company downloads, e-docs, claims, and follow up on cancellations and reconciliations.
• Process endorsements online, manage policy endorsements, and ensure follow-up.
• Support workflow by assisting in meeting criteria and helping team members.
• Manage email correspondence, provide backup for mail handling, and monitor policy renewals and payments.
• Coordinate manual endorsements and follow-ups, and work cross-functionally within the organization.
• Deliver excellent customer service to clients and prospects.
• Demonstrate proficiency with digital tools, mobile applications, and desktop applications like MS Office.
• Embrace new technologies, participate in training, and adapt to change.

Education and Experience

• High school diploma or GED with 2-3 years related experience or equivalent.
• Knowledge of insurance is helpful.
• Proficiency in Microsoft Office and office equipment; experience with Epic, SinglePoint, Atlas, and MSB’s preferred but not required.

Physical Demands

Typical office environment requirements include using hands for handling, reaching, talking, and hearing. Occasional standing, walking, sitting, climbing, balancing, stooping, kneeling, crouching, or crawling. Close vision needed.

Benefits and Salary

Includes health insurance, dental, vision, FSA, HSA, 401k matching, tuition reimbursement, employee referral program, social events, and more. Salary is competitive.

Application Process

If interested, click "Apply" or "Apply Now" on this posting. Candidates may also submit resumes online at salemfive.com/careers or mail to Human Resources, 210 Essex Street, Salem, MA 01970.

Additional Information

Qualifications, skills, behaviors, motivations, education, experience, licenses, and certifications are considered. Salem Five is an Equal Opportunity Employer, committed to diversity and inclusion.