Personal Lines Account Manager handling client insurance inquiries for Greylock Insurance Agency. Providing support, managing portfolios, and ensuring excellent service delivery while complying with regulatory guidelines.
Responsibilities
Under the direction of AVP, Personal Lines Manager, performs duties in support of the insurance agency function
Provides high level of service and responsiveness to clients
Gathers information and utilizes software to prepare quotes
Confidently discusses options/quotes and makes policy recommendations
Advises customers on claims process and provides assistance
Takes ownership of assigned portfolio and provides excellent customer service
Handles new business clients and achieves standards in up-selling/cross-selling
Represents Credit Union in civic, community, and professional organizations
Performs all duties in compliance with regulatory guidelines and policies
Responsible for company training and keeping up with required licensing
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, and customer service and organizational skills
Attention to detail and ability to multi-task
Proficient knowledge of MS Office (Word, Excel, Outlook)
Professional appearance
Able to maintain confidential information
Benefits
$1,500.00 sign on bonus available for full-time employment
Health insurance
401k plans with employer match
Employer pension contributions
Paid time off
Employee incentive plans
Opportunity for profit sharing
Employer paid life insurance
Short- and long-term disability benefits
Additional life, accident, critical illness benefits, and pet insurance options
Brand Partnerships Intern supporting the Brand Partnerships team in executing projects efficiently for a fashion retailer. Conducting research and assisting in managing partnerships for campaigns and activations.
Senior Account Manager managing multiple client accounts and coordinating internal teams for a medical communications agency. Ensuring project delivery aligns with client strategies and managing financials effectively.
Associate Relationship Manager providing banking solutions and strategic advice for clients and prospects. Collaborating with leadership and senior bankers on credit and portfolio management tasks.
Develop new business in commercial lending at SouthState Bank, managing loan portfolios and ensuring compliance with regulations. Collaborate with various teams to deliver superior client service in financial solutions.
Account Manager driving sales growth within transportation planning software sector. Building relationships and managing client accounts in Birmingham's public and private sectors.
Senior Relationship Manager at TIAA driving client lifetime income solutions through strategic partnerships. Leading integrated client teams to maximize growth, retention, and servicing of client relationships.
Join Ozone as an Account Manager focusing on the specialty coffee industry. Ensure excellent customer relationships and experiences while supporting the UK Wholesale team.
Commercial Lines Account Manager managing a diverse portfolio of general commercial accounts. Supporting client needs and delivering coverage recommendations at a fintech leader, Acrisure.
Associate Account Manager providing clerical and administrative support to the Commercial Channel at HUB International. Assisting with customer service, data entry, and various account management tasks.
Employee Benefits Senior Account Manager at HUB International assisting Producer with daily business operations. Bridging gap between Producer and service team for client needs and policy issues.