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.

Why Join Us:

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 any of our offices: Woburn, Danvers, Gloucester, Plymouth, or Norwood office.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• The primary objectives of this role are to generate new organic business and maintain a strong renewal book of business for the agency.
• Monitor renewal retention rates and proactively address potential service or pricing issues to retain clients.
• Work closely with Personal Lines Account Managers and agency staff to deliver excellent service and retain risks.
• Participate in the development and execution of a sales and marketing plan to support agency growth initiatives.
• Collaborate with banking partners to identify cross‑selling opportunities and build mutually beneficial relationships.
• Develop and maintain a prospect list aligned with the agency's targeted personal lines segments.
• Contact prospects, schedule appointments, and conduct sales presentations to convert prospect opportunities into clients.
• Coordinate production efforts with marketing, underwriting, and service personnel to ensure efficient and accurate processing of new business.
• Accurately and thoroughly complete all required documentation prior to submission to carriers or internal marketing teams.
• Conduct periodic meetings with Account Managers, Operations, and Marketing to provide updates on pipeline activity, account status, and production goals.
• Arrange payment terms in accordance with agency credit and collection policies and ensure timely follow‑up.
• Cooperate in gathering renewal information and assist with the delivery of renewal proposals and binders in compliance with agency guidelines.
• Balance production to achieve the desired mix of business and promote carrier products identified as strategic priorities by Salem Five Insurance.
• Stay current on industry trends, carrier appetites, and sales techniques; leverage agency tools and resources to maintain a competitive position in the marketplace.
• Attend sales seminars, company meetings, training sessions, and continuing education programs to improve sales performance and remain curren.

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