Personal Lines Regional Manager (Insurance)

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.

Key Responsibilities include the following; however other duties may be assigned.

Recruitment and Talent Identification:

• 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.

Sales and Cross-Selling:

• 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.

Team Management:

• 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.

Reporting and Analysis:

• Generating reports for the leadership team to track performance, trends, and areas for improvement.
• The Personal Lines Regional Manager plays a critical role in driving growth, fostering collaboration, and ensuring operational excellence.
• Review daily activities through audits and analytics.

Strategic Planning and Vision:

• 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.

Team Development and Motivation:

• 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.

Performance Management:

• 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.

Problem-Solving and Decision-Making: