Personal Lines Workflow Coordinator (Processor)

Salem Five Bank; Woburn (MA); On-site; USD 47,000 - 75,000; Full time

Job summary

Salem Five Insurance seeks an organized Insurance Operations Assistant in the Greater Boston area. The role supports Personal Lines teams by checking policies, updating EPIC, and handling data entry across Atlas, SinglePoint, and MSB systems.

Strong MS Office skills and confidentiality are essential. You will assist account managers, process endorsements, manage cancellations, and communicate with carriers.

Qualifications

• High school diploma or GED with 2–3 years related experience or equivalent.
• Insurance knowledge would be helpful.
• Proficient in MS Office and ability to operate office equipment including fax machines, printers and communication devices.
• Ability to maintain confidentiality, maturity, sound judgment, initiative and professionalism.
• Epic system experience preferred but not required.
• SinglePoint, Atlas and MSB’s experience preferred but not required.

Responsibilities

• Check incoming policies for accuracy and update changes when needed in EPIC.
• Notify company of correct information and request necessary changes.
• Assist Personal Lines Account Managers, keying changes and completing follow-up lists.
• Enter customer information into Atlas/SinglePoint/Carrier Rating/MSB’s software to support Personal Lines teams and sales staff.
• Set up Insurance Binders and RMV forms for Account Managers and Producers as needed.
• Review download lists daily and verify commissions for accuracy.
• Manage company downloads/edocs/claims.
• Set up and follow up on pending cancellations and reconciliations as needed.
• Process endorsements online with carriers and update agency management system.
• Assist leadership to ensure workflow criteria are met and help others in the department.
• Retrieve emails daily from Insurance Services mailbox and distribute to staff.
• Notify Producers on impending cancellations.
• Handle inbound/outbound calls and route as needed.
• Scan/sort mail and update EPIC.
• Review flood renewals and follow ups on payments and policy issuance.
• Request manual endorsements and follow up for Workflow Department.
• Demonstrate ability to work cross-functionally within the organization.
• Maintain regular attendance as essential.

Skills

Cross-functional collaboration

Confidentiality and professionalism

Attention to detail

Education

High school diploma or GED

2–3 years related experience

Tools

Epic system

SinglePoint

Atlas

MSB’s

Microsoft Word

Microsoft Excel

Microsoft Access

PowerPoint

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.

This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Check all incoming policies for accuracy. Keys changes if policy doesn’t match EPIC.
• Notifies company of correct information and request necessary changes.
• Assists PL Account Managers, keying changes to the companies and completing follow-up lists.
• Enter customer information into Atlas/SinglePoint/Carrier Rating/MSB’s software to provide support to Personal Lines Account Managers, agency service staff and sales producers.
• Set-up Insurance Binders, RMV forms for Account Managers and Producers as needed.
• Checks download list daily. Review commission for accuracy.
• Responsible for company downloads/edocs/claims.
• Set up and follow up on pending cancellations and Reconciliations/Reversals as needed.
• Process endorsements online with our carriers, adds open activity and updates our agency management system.
• Assist the leadership team in ensuring that the workflow criteria are being met and assists others within the department if need be.
• Retrieve email messages daily from Insurance Services mailbox and distribute them to appropriate staff.
• Notifies Producers on impending cancellations.
• Inbound/Outbound telephone calls.
• Scan/sort mail as assigned, and update information into EPIC.
• Review flood renewals and follow ups on payments and policy issuance.
• Request manual endorsements and add follow up for the Workflow Department – Store manual endorsements – Workflow Coordinator will delete when processed.
• Ability to work cross functionally within the organization.
• Regular attendance is essential to this position.

EDUCATION And/or EXPERIENCE

• High school diploma or general education degree (GED) and two to three years related experience and/or training; or equivalent combination of education and experience.
• Insurance knowledge would be helpful.
• Microsoft applications (Word, Excel, Access, PowerPoint) and ability to operate office equipment including fax machines, printers and communication devices.
• Ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
• Experience with Epic system preferred but not necessary.
• Proficient in SinglePoint, Atlas and MSB’s preferred but not necessary.

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

$46,877 to $75,001

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future.

PHYSICAL DEMANDS

The physical demands described here are representative of those, which 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 use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; sit; climb; or balance; and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision.