Greylock Federal Credit Union · 1 month ago
Manager, Personal Lines, Westfield Insurance Office
Westfield, MA, US
Full-time
Hybrid
Mid Level
$60K/yr - $78K/yr
3+ years expGreylock Federal Credit Union is a community-focused organization dedicated to building a diverse workforce. The Manager, Personal Lines will oversee a team of account managers, manage client relationships, and drive sales of personal insurance products while ensuring compliance with company policies.
BankingFinanceFinancial Services
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 the Greylock Insurance Agency
Responsible for managing client relationships, ensuring accurate policy servicing, and driving sales of auto, homeowner, and other personal insurance products by leading a team of account managers while adhering to company underwriting guidelines and compliance standards
Lead and mentor a team of account managers within personal lines including assigning tasks, monitoring performance and coaching. Travel to other offices as needed for meetings, training sessions, or office coverage
Meets or exceeds personal lines production goals set by SVP, Personal Lines by assisting account managers in generating new business and quoting personal lines insurance
Provide customer service to a small personal lines book of business, including but not limited to: policy changes, assist with inquires, write and process insurance policies, educate customers about policy coverages, general customer service
Works with the Operations Administrator to ensure that all systems, procedures, rate and product changes as well as insurance company regulations are communicated to and adhered to by all personal lines staff
Works with management team to oversee, coordinate and maintain strong working relationships with both underwriting and marketing personnel from partner companies
Maintains communications as well as relationships with Greylock Federal Credit Union employees regarding referrals to the Agency
Ensures that the customer service standards of the Agency are being met
Maintains a thorough knowledge of company specific products and services and assists management with implementing marketing and sales strategies
Troubleshoots and reconciles problems and complaints referred by customers and staff
Participates in various civic and community activities. Actively develops new business and promotes Agency services within the community
Qualification
Required
Bachelor's degree or equivalent in specialized coursework and training
P&C license
Three years' experience in insurance services
Proven supervisory, customer service and problem-solving skills
Ability to motivate a team
Computer proficiency
Excellent phone etiquette, verbal communication and organizational skills
Proven attention to detail and ability to multi-task
Proficient knowledge of MS office (Word, Excel, Outlook)
Professional appearance
Able to maintain confidential information
Benefits
Two comprehensive medical plan options
FSA Medical/Dependent Care
HSA/HRA
Dental
Vision
Wellness benefits
401k plans with employer match
Employer pension contributions
PTO
Employee incentive plans
Opportunity for profit sharing
Employer paid life insurance
Short- and long-term disability
Additional life
Accident
Critical illness benefits
Pet insurance
Company
Greylock Federal Credit Union
Greylock Federal Credit Union deals with financial services like digital banking, mortgages, auto and equity loans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Bissell
President and CEO
Amit Behal
Senior Vice President, Chief Information Officer
Recent News
Company data provided by crunchbase