Agency Data and Systems Manager

Make Your Move•Woburn, MA

4d•Hybrid

About The Position

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. 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.

Requirements

Bachelors Degree or a minimum of five years related experience and/or training; or equivalent combination of education and experience.
Proficient in Microsoft Office Suite (Word, Excel, Access, Power Point).
Excellent verbal and written communication skills are essential.
Ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
Property & Casualty License required.

Responsibilities

Establish, document, and maintain agency-wide data entry standards and Standard Operating Procedures (SOPs) for client, policy, and account records within Applied Epic.
Define and enforce required data fields, protocols, and system usage standards to ensure data completeness, accuracy, and consistency.
Serve as the subject-matter expert for Applied Epic data structure, required fields, and best-practice usage.
Maintain accurate carrier download configurations and ensure proper data mapping and system alignment.
Develop and deliver onboarding training for new employees on Agency Management System data standards and procedures.
Provide ongoing and remedial training for existing staff to address data quality issues, system changes, or process updates.
Partner with department leaders to reinforce expectations and promote adherence to established data standards.
Conduct regular audits of client and policy records to ensure compliance with established data and account standards.
Identify data integrity issues, trends, and recurring gaps and report findings to department leadership and the Leadership Team.
Recommend corrective actions, retraining, and process improvements to address non-compliance and data quality risks.
Support invoice review and correction processes as needed, including training staff on proper setup and procedures within the Agency Management System.
Recommend and implement system and process improvements to enhance efficiency, data reliability, and system utilization.
Stay current on Agency Management System enhancements, functionality updates, and industry best practices through ongoing education, training, and professional development.
Participate in special projects, as assigned.
Demonstrate compliance with applicable insurance laws, regulations, and internal policies.
Maintain confidentiality and safeguard the integrity of agency and client data.
Assume additional duties and responsibilities as assigned.
Regular attendance is an essential function of this position.