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Senior Client Relationship Manager

2 months ago

Woburn, Massachusetts, United States Salem Five Insurance Svcs Full time

HIRING BONUS:
This position is eligible for a $2,500 hiring bonus for new hires only. Speak with a Human Resources representative for more information.

Salem Five is a thriving regional financial services organization with a rich legacy spanning over 160 years.

As an independent financial institution, we are deeply embedded in the communities we serve, offering our employees fulfilling and rewarding careers.


Who We Are:
Join a company that emphasizes innovation, exceptional customer service, and community support. Enjoy working alongside dedicated colleagues while contributing to and shaping our collaborative culture. When you become part of Salem Five, you join a growing regional financial services provider.

Salem Five operates more than 30 retail banking branches across various counties, with robust business banking capabilities, an Insurance division, a Wealth Management & Trust organization, and a Mortgage Company that has facilitated homeownership for generations.


Why Salem Five:

With a history dating back to 1855, we are committed to longevity while remaining competitive in today’s market.

We take pride in being pioneers in online banking and continually strive to provide the latest in digital and mobile banking solutions to meet our customers' preferences.

Whether through a virtual assistant on our website, cardless ATM access, or a streamlined mortgage process via our digital application, we aim to deliver the digital experiences our customers desire.

Our ongoing growth presents opportunities for personal development.

Salem Five is dedicated to supporting the communities in which we operate. Contributions through our Charitable Foundation and local events are integral to our mission.

Our commitment to local businesses and organizations that foster regional prosperity is vital to our identity, as is our dedication to our employees.

Discover what makes us unique.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The following duties are essential to the role. Additional responsibilities may be assigned.

- Contributes to agency growth by enhancing, rounding, and maintaining existing business that aligns with the agency's standards for acceptable operations.

- Services an assigned portfolio of existing Salem Five Insurance Services LLC (SF Insurance Services) clients by addressing all their insurance and risk management requirements.

- Provides exceptional service and support to all new and existing clients.

- Adheres to standardized departmental procedures, including renewals, ongoing service, and new business submissions.

- Identifies markets that will assist in new business placements.

- Places insurance contracts with various carriers.

- Collaborates with producers on new business initiatives, including marketing, quoting, and proposal preparation. Offers insights on coverage, limits, and other risk management topics.

- Reviews all insurance policies for accuracy. After billing is completed, communicates renewal changes to clients via written correspondence.

- Maintains a high sensitivity level regarding error ratios and omissions in account service.

- Ensures compliance with banking laws and regulations as outlined in company policies and procedures relevant to the position.

- Attends weekly department meetings prepared to discuss new business, lost business, at-risk renewals, ongoing quotes, and any issues pertinent to insurance carriers or clients.

- Regular attendance is crucial for this position.

- Takes on additional responsibilities as requested.


EDUCATION and/or EXPERIENCE:
A Bachelor's Degree or a minimum of five years of relevant experience and/or training; or an equivalent combination of education and experience. CPCU and CIC designations are preferred. Proficiency in Word, Excel, and various rating programs is required. Familiarity with an advanced agency management system is essential. Ability to navigate complex insurance issues, including designing comprehensive insurance programs based on risk analysis, is a must. Knowledge of bonds is an asset.

CERTIFICATES, LICENSES, REGISTRATIONS:
CPCU and CIC preferred. Valid Driver's License required.

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 10 pounds and occasionally lift and/or move up to 10 pounds.

Specific vision abilities required by this job include close vision.

Benefits/Incentives:
Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception, and more.

Salary Range:
Competitive Base plus incentive


Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting.

We look forward to talking with you.


Qualified candidates may also submit a resume and application online or mail your resume to Human Resources.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities


The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

41 CFR c)