{"id":4034500,"url":"https://alion.io/job/salem-five-insurance-private-client-services-manager","title":"Private Client Services Manager","company":{"id":2009848,"name":"Salem Five Insurance","domain":"salemfiveinsurance.com","url":"https://alion.io/company/salemfiveinsurance","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"staff","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Woburn, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":104409,"max":177498,"currency":"USD","period":"year","gross":null,"usd_annual":177498},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-10T16:36:14Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-11T00:57:38Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"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.\nWhy 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.\nThis position requires a hands-on leader who understands the unique expectations of high-net-worth clients and knows how to balance exceptional service, operational discipline, employee development, retention, and growth. You build strong relationships with employees, clients, producers, carriers, and business partners while creating accountability and maintaining a collaborative, solutions-oriented environment.\nThis is a hybrid position.\nESSENTIAL DUTIES AND RESPONSIBILITIES:\nLead, coach, and develop Private Client Account Executives, setting clear expectations for service quality, responsiveness, accuracy, and follow-through.\nManage team workloads, priorities, service standards, and capacity to ensure an exceptional client experience.\nProvide technical guidance on complex private client coverage, underwriting, carrier, billing, claims, and service matters.\nPartner with producers to support new business opportunities, including information gathering, carrier submissions, quoting, proposal preparation, coverage discussions, and follow-up.\nDrive client retention through proactive renewal management, identification of at-risk accounts, and timely resolution of client concerns.\nPromote a consultative account-rounding approach to identify appropriate cross-sell and upsell opportunities across personal, commercial, umbrella, flood, valuables, life, and other coverage needs.\nMonitor retention, lost business, referrals, cross-sell opportunities, new business activity, and other service and growth measures.\nCollaborate with Personal Lines, Commercial Lines, banking, wealth management, mortgage, and other partners to provide a coordinated client experience.\nEnsure consistent and effective use of Applied EPIC, including workflows, documentation, data quality, and activity management.\nIdentify opportunities to improve processes, service delivery, and operational efficiency.\nManage onboarding, training, performance reviews, and ongoing development for team members.\nMaintain strong relationships with Private Client carrier partners and stay current on industry products, practices, and trends.\nSupervisory Responsibilities\nThis position directly supervises the Private Client Account Executives and is responsible for work direction, coaching, performance accountability, development, workload management, and appropriate escalation of employee matters.\nQualifications\n10+ years of experience in private client/high-net-worth insurance operations, account management, or client service.\nStrong knowledge of private client insurance coverages, underwriting requirements, carriers, and service expectations.\nExperience working with leading Private Client carriers such as PURE, Chubb, AIG, Berkley One, and Cincinnati.\nDemonstrated experience supporting new business placement, client retention, account rounding, cross-selling, and producer relationships.\nStrong working knowledge of Applied EPIC and agency management workflows.\nProven ability to lead employees, manage workloads, establish service expectations, and address performance concerns.\nExcellent communication, judgment, problem-solving, organization, and relationship-management skills.\nProficiency with Microsoft Office products.\nEducation & Licensing\nHigh school diploma required; college degree or relevant insurance designation preferred.\nProperty & Casualty Insurance license in good standing required.\nBenefits/Incentives:\nWe offer a comprehensive benefits package designed to support your well-being and success, including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement. You will also enjoy additional perks such as our employee referral program, annual holiday reception, summer family outing, and more.\nSalary Range: $104,409.00 to $177,498.00\nThe pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future.\nPHYSICAL DEMANDS\nThe physical demands described here are representative of those that 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 sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision.\nReady 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.\nNo unsolicited resumes accepted from agencies.","description_format":"text","description_chars":5799,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":["Insurance coverage"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-11-10T19:42:54Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":40,"reasons":["conf:2","win:early"],"computed_at":"2026-11-11T03:04:16Z"},"pay":{"stated_usd_annual":177498,"is_top_pay":true},"html_url":"https://alion.io/job/salem-five-insurance-private-client-services-manager","json_url":"https://alion.io/job/salem-five-insurance-private-client-services-manager.json","meta":{"generated_at":"2026-11-11T03:04:16Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1901,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2009848},"rest":"https://alion.io/mcp/rest/get_company?id=2009848"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsalem-five-insurance-private-client-services-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsalem-five-insurance-private-client-services-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsalem-five-insurance-private-client-services-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/salem-five-insurance-private-client-services-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsalem-five-insurance-private-client-services-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4034500}},{"tool":"search_jobs","arguments":{"company":"salemfiveinsurance.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4034500},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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