About the role

  • Personal Lines Account Manager II at Greylock Insurance Agency assists clients with insurance options and claims. Responsible for client interactions, policy management, and meeting service standards.

Responsibilities

  • Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to clients
  • Gathers information to prepare quotes for underwriting
  • Discusses options/quotes and makes recommendations for policy suggestions/changes
  • Advises and assists customers in claims process
  • Takes ownership of assigned portfolio and provides excellent customer service
  • Annual review of policies including remarketing with other carriers
  • Handles new business clients from various sources
  • Achieves standards in up-selling/cross-selling policies
  • Cross-sells Greylock products to non-Credit Union members
  • Understands insurance concepts and explains contract terms

Requirements

  • High School diploma or equivalent
  • Two+ years of insurance experience preferred
  • Successful completion of producer licensing within the first 3 months from date of hire
  • Excellent verbal communication, telephone etiquette, customer service and organizational skills
  • Attention to detail and ability to multi-task
  • Proficient knowledge of MS Office (Word, Excel, Outlook)

Benefits

  • Sign on Bonus $1,500
  • Competitive benefits package including health insurance, retirement plans, 401k with employer match, dental and vision insurance, short and long term disability
  • Employee incentive plans
  • Profit sharing opportunities
  • Offer innovative benefits like pet insurance and Medicare employee assistance

Job title

Personal Lines Account Manager II

Job type

Experience level

JuniorMid level

Salary

$22 - $29 per hour

Degree requirement

High School Diploma

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job