Personal Lines Workflow Coordinator (Processor)

Make Your Move•Woburn, MA

3d•$50,000 - $70,000•Onsite

About The Position

Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. This position requires the ability to work in the Woburn, MA office. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.

Requirements

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.
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.

Nice To Haves

Insurance knowledge would be helpful.
Experience with Epic system preferred but not necessary.
Proficient in SinglePoint, Atlas and MSB’s preferred but not necessary.

Responsibilities

Check all incoming policies for accuracy.
Keys changes if policy doesn’t match EPIC
Notifies company of correct information and request necessary changes.
Prepares all policies for the Personal Lines Account Managers for mailing.
Assists PL Account Managers with mail, 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 as needed.
Prepare Applications and policy forms for Account Managers as needed.
Checks download list daily and ensures all downloads are invoiced by company when any change in premium has occurred.
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.
Follow up on all policy endorsements for entire Personal Lines department and follow through with a second request if needed.
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 to appropriate staff.
Provide back up for PL Account Manager’s mail as needed.
Responsible to set accounts for rewrites and provide notification to PL Acct Managers & 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 endorsements for companies we do not upload with and add follow up for the Processing Department.
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.
Provide an outstanding Customer Experience to Salem Five customers and prospects.
Be able to demonstrate a high level of proficiency with Salem Five’s digital technology offering.
Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management.
Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange)
Proficient utilizing the Internet (mobile and desktop) to search and locate information.
Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change.
Participate in Carrier and Vendor training.
Regular attendance is essential to this position.