Finance & Insurance Manager jobs in Lawrence, MA

Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Personal Lines Account Manager (Insurance)
  • Salem Five Insurance Svcs
  • Danvers, MA FULL_TIME
  • 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.

    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.

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

    • Maintain professional relationships with clients, agency personnel and company staff via prompt, courteous, knowledgeable and accurate service.
    • Answer client inquiries as needed relating to their policies, such as account status, coverage, and premium information.
    • Receive and process client requests via telephone, mail or walk-in to include completing paperwork, entering and updating account information on insureds’ risk file, requesting endorsements, completing RMV paperwork, and confirming vehicles registered.
    • Complete applications for new business and submit to the companies for processing within 24-48 hours of writing the policy.
    • Create new risk files via computer and enter insureds’ policy and coverage data. Enter follow-up to track new business or change rate class (date first licensed).
    • Maintain contact with clients so their renewal policies reflect current values and their coverage is broadened where applicable. Send renewal letter with each policy advising recommendations including liability or deductible, etc. Add VRC.
    • Market accounts when sending home renewals, no auto, no VRC, no umb, INC OBI etc.
    • Understand and support the company’s sales policies and procedures so as to provide proper and effective service for clients.
    • Document all contact with clients in traxlog and gather expiration dates, account sell and to acquire information as to their insurance needs.
    • Follow expiration lists to assure policy renewal. Provide Processing Department with declaration if system needs to be updated.
    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. Minimum of 3 years Personal Lines experience required. Excellent Microsoft applications skills (Word, Excel, Access, and PowerPoint) and excellent verbal and written communication skills are essential. Ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required. Experience with Epic System an asset.

    CERTIFICATES, LICENSES, REGISTRATIONS
    Property & Casuality License required.
    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 plus incentive

    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)

  • 18 Days Ago

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Commercial Insurance Account Manager (New England Platform)
  • Michaud Rowe & Ruscak Insurance Associates
  • NORTH ANDOVER, MA FULL_TIME
  • Job Title: Commercial Lines Account Manager Platform: New England Platform Location: North Andover, MA Essential Duties and Responsibilities: Manage an established book of business Provides support to...
  • 8 Days Ago

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Finance/HR Manager
  • Morris Plumbing, Heating & Air Conditioning
  • Ipswich, MA PART_TIME,FULL_TIME
  • Morris Heating & Air Conditioning is currently seeking an experienced Finance/HR Professional to join our team of professionals in Ipswich, MA. We are seeking an experienced individual to work well wi...
  • 20 Days Ago

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Finance Representative/Manager
  • Village Automotive
  • Danvers, MA FULL_TIME
  • We have an exceptional opportunity for Automotive Finance Professionals with our award-winning Volvo Danvers Dealership. The Finance Representative is responsible for producing revenue for the dealers...
  • 1 Month Ago

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Personal Lines Account Manager
  • World Insurance Associates, LLC.
  • Danvers, MA FULL_TIME
  • SummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World i...
  • 9 Days Ago

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Commercial Lines Account Manager
  • World Insurance Associates, LLC.
  • Danvers, MA FULL_TIME
  • SummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World i...
  • 13 Days Ago

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0 Finance & Insurance Manager jobs found in Lawrence, MA area

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Lowell, MA
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 4/26/2024 12:00:00 AM

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Director of Finance & Administration
  • City of Somerville
  • Somerville, MA
  • Statement of Duties The employee is responsible for all administrative, financial, and customer service functions of the...
  • 4/25/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Nashua, NH
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 4/24/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Danville, NH
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/23/2024 12:00:00 AM

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Risk Management Analyst
  • Enterprise Bank
  • Lowell, MA
  • We are Hiring! Risk Management Analyst - Lowell, MA Enterprise Bank, is a growing and successful commercial bank where y...
  • 4/23/2024 12:00:00 AM

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Financial Analyst
  • Raven Ridge
  • Chelmsford, MA
  • Benefits: 401(k) 401(k) matching Bonus based on performance Dental insurance Flexible schedule Health insurance Paid tim...
  • 4/23/2024 12:00:00 AM

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Financial Services Representative - Cambridge, MA
  • Fidelity TalentSource LLC
  • Cambridge, MA
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Service...
  • 4/23/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Portsmouth, NH
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/23/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 7.4 square miles (19 km2), of which 7.0 square miles (18 km2) is land and 0.4 square miles (1.0 km2) (6.07%) is water. Lawrence is on both sides of the Merrimack River, approximately 26 miles (42 km) upstream from the Atlantic Ocean. On the north side of the river, it is surrounded by Methuen. On the south side of the river, the town is bordered by North Andover to the east, and Andover to the south and southwest. Lawrence is approximately 30 miles (48 km) north-northwest of Boston and 27 miles (43 km) southeast of Manc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Finance & Insurance Manager jobs
$83,192 to $125,724
Lawrence, Massachusetts area prices
were up 1.6% from a year ago

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