About the role

  • 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

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

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