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Greylock Federal Credit Union · 15 hours 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 organization serving the Berkshire County community, and they are seeking a Personal Lines Account Manager II. This role involves providing high-level customer service, managing insurance quotes, assisting clients with claims, and promoting Greylock's products and services.

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

Qualification

Insurance experienceProducer licensingCustomer serviceMS Office proficiencyMulti-taskingVerbal communicationAttention to detailOrganizational skills

Required

High School diploma or equivalent

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

Preferred

Two+ years of insurance experience preferred

Benefits

Sign on Bonus $1,500

Health benefits, independently benchmarked, are largely market leading

A comprehensive package of value including a suite of health options (2 medical plan options, FSA Medical/Dependent Care, HSA/HRA, dental, vision, wellness)

Retirement- 401k plans with employer match & employer pension contributions

PTO

Employee incentive plans

An opportunity for profit sharing

Employer paid life insurance

Short- and long-term disability

Additional life, accident, and critical illness benefits may be elected

Pet insurance

Medicare employee assistance