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Greylock Federal Credit Union · 5 months ago

Personal Lines Account Manager II, Pittsfield Insurance Offices

Pittsfield, MA, US

Full-time

Hybrid

Entry, Mid Level

$22.11/hr - $28.75/hr

2+ years exp

Greylock Federal Credit Union is a long-established institution in Berkshire County, dedicated to serving its community. The Personal Lines Account Manager II will support the insurance agency by providing excellent customer service, managing client portfolios, and assisting with claims processes while adhering to regulatory compliance guidelines.

BankingFinanceFinancial Services

Comp. & Benefits

Responsibilities

Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to the clients, prospective clients and guests served by Greylock Insurance Agency while performing all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures

Gathers information; utilizes software to prepare a quote for underwriting. Uses underwriting guidelines, Singlepoint, and other company websites to qualify an insurance quote

Confidently discusses options/quotes and makes recommendations for policy suggestions/changes with existing and potential customers. Be prepared to respond to frequently asked questions

Advises and assists customers in claims process by using company websites and industry software. Answers questions, speak directly with adjusters, handle claim paperwork on the customer’s behalf and assures customers their claims will be handled promptly

Takes ownership of assigned portfolio. Provides excellent customer service and adheres to Greylock’s motto to treat customers/members better than they expect

Annual review of policies including remarketing with other carriers to retain business

Handling new business clients gained from prospects, leads, web requests and calls

Achieves expected standards in up-selling/cross-selling by reviewing existing customers’ policies and asking the appropriate questions that will result in cross-selling additional policies and up-selling needed features to current policies

Cross-sells Greylock products (referrals) to non-Credit Union members, as well as have a basic understanding of the products and services the Credit Union has to offer

Understands insurance concepts and is able to explain contract terms for personal lines products in a way that is understandable to our customers

Actively represents the Credit Union in local civic, community and professional organizations. Promotes the Credit Union wherever and whenever possible

Performs all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures

Responsible for company specific trainings as well as keeping up with CE’s that are required to maintain P&C license

Provide office coverage for different locations based on the need