Personal Lines Workflow Specialist

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 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.