Personal Lines Regional Manager (Insurance)

Make Your Move•Woburn, MA

8d•Onsite

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.

Requirements

Bachelors’ Degree or a minimum of five years related experience and/or training; or equivalent combination of education and experience.
Minimum of 7 years Personal Lines Management experience required.
Experience with Microsoft Office Suite: Word, Excel, and various rating programs required.
Ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
MA P&C license required.
Valid Driver’s License required.

Nice To Haves

CPCU or CIC designations preferred but not required.
Experience in EPIC/Applied Agency Management System preferred but not required.

Responsibilities

Conducting interviews to identify potential candidates for Personal Lines Account Managers as well as other various roles.
Collaborating closely with Personal Lines Sales Producers and the leadership team to ensure effective recruitment.
Identifying cross-sell opportunities within the personal line’s portfolio.
Facilitating meetings with carriers, underwriters, and marketing representatives to enhance sales strategies and training opportunities within region.
Work closely with team to create synergies within department, cross-department, and within all branches.
Streamline processes to help gain efficiency within all locations.
Identify opportunities to enhance processes and/or technology to help reach goals.
Conducting one-on-one meetings with Account Managers and supervisors to provide guidance and support.
Collaborating with other departments as needed to achieve organizational goals.
Provides assistance to CL Sales and Service when needed.
Train and develop Personal Lines Account Managers.
Develop, partner and foster relationships with Personal Lines Sales Team.
Create Synergies between sales and service to help support each other in reaching goals.
Ensures Cross Functionality between Commercial and Personal Lines to promote client effectiveness.
Generating reports for the leadership team to track performance, trends, and areas for improvement.
Review daily activities through audits and analytics.
Developing and communicating a clear vision for the personal lines department within the region.
Creating strategic plans to achieve business goals, enhance customer satisfaction, and drive growth.
Mentoring and coaching team members to improve performance and achieve targets.
Fostering a positive work environment, motivating staff, and promoting professional development.
Works closely with other departments to enhance overall operational excellence.
Acts as a liaison between agency and carriers to communicate product and coverages suitable for clients’ needs to team.
Educate and inform team about company products.
Establish and maintain strong working relationship with carrier marketing representatives, service centers, claim representatives and underwriters.
Demonstrate best practices through knowledge transfer and act as subject matter expect for staff.
Acts as a reliable back up for PL Account Managers as assigned.
Setting performance expectations and KPIs for the team.
Regularly reviewing performance, providing constructive feedback, and addressing any performance gaps.
Perform regular One on One meetings with assigned staff.
Regular attendance is essential to this position.
Assumes additional responsibilities as requested.
Handling escalated issues, resolving conflicts, and making informed decisions.
Identifying process improvements and implementing solutions.
Ability to handle emergencies and unexpected situations that may arise and share with Team Leadership.
Managing expenses, and resource allocation for their region of the personal lines department.
Monitoring financial performance and adjusting strategies as needed.
Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
Staff management responsibilities include interviewing, hiring, and training employees, planning, assigning, and directing work, appraisal performance, rewarding and disciplining employees, addressing complaints and resolving problems.