Personal Lines Processor (Insurance)

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.

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

• 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
• Process cancellations and reinstatements.
• Log in Checkpoints.
• Process RMV1s and Surcharge Notices.
• Various clerical duties.
• Scanning and creating coversheets.
• Processing change of address for customers.
• Processing mortgage changes.
• Processing low mileage forms.
• Input data from RMV1s
• Process changes online with carriers.
• Assist CSRs with mail.
• Key changes to the companies and complete follow-up lists.
• Check download list daily.
• Process endorsements online with carriers.
• Follow up with policy endorsements for entire Personal Lines department.
• Internet keying/data entry.
• Prepare Registry paperwork for runner along with updating and follow up registry information in Instar System.
• Stamp and sign registration renewals for customers.
• Perform courtesy stamps of RMV1 forms for various runners along with collecting fees for services and faxing various information to other agencies.
• Coordinating UPS shipping for various overnight packages in Personal & Commercial departments. Verification and follow up on confirmation of deliveries for clients and Account Managers.
• Posting cash and check payments for Commerce, Hanover, Plymouth Rock, Peerless, and Vermont Mutual. Processing these various payments into applicable electronic systems. Verifying daily reports on payments.
• Answering billing inquiries for customers at front desk and on phone.
• Perform various clerical duties to include but not limited to processing, typing, photocopying, faxing and collating.Shredding of miscellaneous paperwork.
• Scanning for the Personal Lines and Claims department.
• Prepare daily outgoing mail for the agency and process through the postage meter. Prepare and process bulk mailings and incoming mail
• Assist with sorting, stamping and distributing declaration pages.
• Operate standard office equipment such as photocopier, typewriter, computers, printer, multi-line telephone, facsimile machine, postage meter and scale. Sort and mail all Personal Lines policies.
• Enter all RMV1 information to customers’ risk file for Personal Lines.
• Update and distribute department and company bulletins.
• Responsible for backing up front desk and for training new personnel at front desk in answering phones and assisting customers.
• Transprocessing RMV information in customers’ screens pertaining to recent vehicle transactions which have been processed at the RMV.
• Transprocessing appeal notifications to customers via email or letter instructing the customer the procedure for a surcharge appeal.
• Posting payments.
• Run daily reports on deposits and payments.
• Verify daily electronic fund withdrawals.
• Write and print various checks for customer advances, payments to Insurance Companies, and miscellaneous checks to Registry as requested.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
• Assist Personal Lines Account Manager in various duties as needed.
• Assumes additional responsibilities as requested.
• Regular attendance is essential to this position.

Who We Are: Join an organization that prioritizes innovation, customer service and supporting the communities we serve. Love the people you work with while participating in and helping to shape our collaborative environment. When you join Salem Five, you become part of a growing, regional financial services company. 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

Why Salem Five: We’ve been around since 1855 – which means we will be around a lot longer – but we also know what it takes to be competitive in this day and age.  We pride ourselves in being one of the first banks on the internet and continually try and push ourselves to offer the latest in online and mobile banking to serve our customers in whichever channel they prefer. Whether it be a virtual assistant via our website, obtaining cash at ATMs without a card present, or going through the mortgage process via our digital app, we want to offer the digital experiences that customers want. Continued company growth offers opportunities for individual growth.

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.

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. User level - 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 an asset.

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.