Jobs · Business Development · Massachusetts

Commercial Insurance Sales Producer - Insurance Sales

Salem Five Bank · Woburn, MA · 1 mo ago
Business DevelopmentFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. We need to parse the posting. Content: - Intro: Salem Five is a growing regional financial services organization... Why Join Us: At Salem Five Insurance... This position that can be based in any of our offices: Woburn, Danvers, Gloucester, Plymouth, or Norwood office. That's about the role / company description. Could be "About the role" or maybe "About Us". We'll use "About the role". - Essential Duties And Responsibilities: long list of duties. That's responsibilities. - Sales Management: more duties (maybe part of responsibilities). Could be included under responsibilities. - Networking and Relationship Building: also responsibilities. - EDUCATION And/or EXPERIENCE: qualifications/requirements. - CERTIFICATES, LICENSES, REGISTRATIONS: maybe qualifications. - Benefits/Incentives: benefits. - Salary Range: Commission: pay. - PHYSICAL DEMANDS: maybe not a section we have; we could ignore or maybe include under Requirements? But we only have set headings; we could omit if not matching. The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. Physical demands is specific content but not in our list of allowed headings. We could either omit or maybe incorporate into Requirements? But better to omit if not matching allowed headings. The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings? It says use

for section headings (e.g. ...). Likely they expect only those headings. So we should map content to those headings. Thus: - About the role: intro paragraph(s) about company, why join us, location options. - Responsibilities: combine Essential Duties And Responsibilities, Sales Management, Networking and Relationship Building. - Requirements: maybe Education and/or Experience. - Qualifications: maybe Certificates, Licenses, Registrations. - Skills: maybe from Education/Experience list includes skills like leadership, communication, negotiation, organizational, etc. Could extract skills. - Benefits: Benefits/Incentives. - Pay: Salary Range: Commission. - Schedule: not present; we should not include Schedule section. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep details, not just summarize. But we can keep them as list items. We need to use
  • for any list of duties/requirements/benefits, and

    for prose. Thus for each section we need to decide if content is prose or list. Probably responsibilities: list of duties ->

    • . Requirements: education/experience -> could be list. Qualifications: certificates/licenses -> list. Skills: maybe list. Benefits: list. Pay: maybe prose (salary range). We must not repeat job title as heading. Not include Job ID etc. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes "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. No unsolicited resumes accepted from agencies." That's application instructions; we must remove. Also "PHYSICAL DEMANDS:" etc is boilerplate? Might be considered not needed; but it's substantive? It's physical demands; not in allowed headings; we could omit. Now craft HTML. Let's extract specifics. About the role: "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. This position that can be based in any of our offices: Woburn, Danvers, Gloucester, Plymouth, or Norwood office." Note grammar: "This position that can be based" maybe missing "is". We'll keep as is. We'll put that in

      . Responsibilities: combine all duty bullet points. List them: - The primary objectives of this role are to generate new organic business and maintain a strong renewal book of business for the agency. - Monitor renewal retention rates and proactively address potential service or pricing issues to retain clients. - Work closely with Commercial Lines Account Managers and agency staff to deliver excellent service and retain risks. - Participate in the development and execution of a sales and marketing plan to support agency growth initiatives. - Collaborate with banking partners to identify cross‑selling opportunities and build mutually beneficial relationships. - Develop and maintain a prospect list aligned with the agency’s targeted personal lines segments. - Contact prospects, schedule appointments, and conduct sales presentations to convert prospect opportunities into clients. - Coordinate production efforts with marketing, underwriting, and service personnel to ensure efficient and accurate processing of new business. - Accurately and thoroughly complete all required documentation prior to submission to carriers or internal marketing teams. - Conduct periodic meetings with Account Managers, Operations, and Marketing to provide updates on pipeline activity, account status, and production goals. - Arrange payment terms in accordance with agency credit and collection policies and ensure timely follow‑up. - Cooperate in gathering renewal information and assist with the delivery of renewal proposals and binders in compliance with agency guidelines. - Balance production to achieve the desired mix of business and promote carrier products identified as strategic priorities by Salem Five Insurance. - Stay current on industry trends, carrier appetites, and sales techniques; leverage agency tools and resources to maintain a competitive position in the marketplace. - Attend sales seminars, company meetings, training sessions, and continuing education programs to improve sales performance and remain current on market developments. - Maintain all required licenses and any professional designations. - Participate in special projects and initiatives as requested by management. - Demonstrate full compliance with banking, insurance, and regulatory requirements as outlined in company policies and procedures. - Sales Management: Collaborate closely with the Sales Manager to develop and execute strategies that achieve targeted sales goals. - Work closely with Salem Five Bank partners to identify cross‑selling opportunities, strengthen relationships, and support shared growth initiatives. - Provide input on sales strategies, market trends, and partner feedback to help shape the agency’s growth and sales initiatives. - Attend and actively participate in regular sales meetings, partner meetings, and agency events. - Participate in the development and execution of the agency’s sales and marketing plans. - Networking and Relationship Building: Actively participate in networking events and community engagements to increase the agency’s visibility and generate new business opportunities. - Develop and maintain strong relationships with prospective clients, industry professionals, and banking partners to support long-term growth. - Attend meetings, training sessions, and presentations with carrier representatives and vendors to stay informed on products, trends, and best practices. We'll put each as

    • . Requirements: Education and/or Experience: - Bachelor’s degree preferred but not required. - Proven history of success in sales, preferably within the commercial insurance industry. - Strong leadership, communication, and negotiation skills, with the ability to prospect, market, sell, and close new business. - Demonstrated ability to build and maintain strong relationships with clients and insurance company partners, with diligence and strategic thinking. - Excellent organizational, time-management, problem-solving, and follow-through skills. - Strong written and verbal communication skills. - Working knowledge of Agency Management Systems, insurance rating software, Microsoft Office Suite, and internet-based tools. We could split into Requirements and Skills. But we have both sections. Let's assign: Requirements: Education and/or Experience (bullet list). Skills: maybe the skills items (leadership, communication, etc.) but they overlap. To avoid duplication, we could put education/experience under Requirements, and skills under Skills. Thus: Requirements (
      • ): - Bachelor’s degree preferred but not required. - Proven history of success in sales, preferably within the commercial insurance industry. Skills (
        • ): - Strong leadership, communication, and negotiation skills, with the ability to prospect, market, sell, and close new business. - Demonstrated ability to build and maintain strong relationships with clients and insurance company partners, with diligence and strategic thinking. - Excellent organizational, time-management, problem-solving, and follow-through skills. - Strong written and verbal communication skills. - Working knowledge of Agency Management Systems, insurance rating software, Microsoft Office Suite, and internet-based tools. Qualifications: Certificates, Licenses, Registrations: - Resident Property and Casualty license - Valid driver's license Benefits: Benefits/Incentives: - medical, dental, and vision coverage - Flexible Spending and Health Savings Accounts - 401(k) matching - tuition reimbursement - employee referral program - annual holiday reception - summer family outing - more (but "more" is vague; we could keep as "and more" but that's filler? It's not specific; maybe we keep as part of list: "additional perks such as our employee referral program, annual holiday reception, summer family outing, and more." We'll keep as list items: employee referral program, annual holiday reception, summer family outing. The "and more" is vague; maybe we omit. Pay: Salary Range: Commission. We need to preserve the exact wording: "Salary Range: Commission The 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." We'll put that in

          . Schedule: not present, so omit. Now produce HTML fragment. We must not include or . Just the fragment. We'll output:

          About the role

          ...

          Responsibilities

          • ...
          • ...

          Requirements

          • Bachelor’s degree preferred but not required.
          • Proven history of success in sales, preferably within the commercial insurance industry.

          Skills

          • Strong leadership, communication, and negotiation skills, with the ability to prospect, market, sell, and close new business.
          • Demonstrated ability to build and maintain strong relationships with clients and insurance company partners, with diligence and strategic thinking.
          • Excellent organizational, time-management, problem-solving, and follow-through skills.
          • Strong written and verbal communication skills.
          • Working knowledge of Agency Management Systems, insurance rating software, Microsoft Office Suite, and internet-based tools.

          Qualifications

          • Resident Property and Casualty license
          • Valid driver's license

          Benefits

          • medical, dental, and vision coverage
          • Flexible Spending and Health Savings Accounts
          • 401(k) matching
          • tuition reimbursement
          • employee referral program
          • annual holiday reception
          • summer family

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