Personal Lines Workflow Coordinator (Information Technology)

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. 

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.  

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• 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.

EDUCATION and/or EXPERIENCE:

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

PHYSICAL DEMANDS:

The physical demands described here are representative of those, which 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 use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; sit; climb; or balance; and stoop, kneel, crouch, or crawl. 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

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 at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970. 

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 60-1.35(c) Insurance Services