Greylock Insurance Agency · 6 days ago
Personal Lines Account Manager II
Pittsfield, MA
Contract
Onsite
Entry, Mid Level
2+ years expGreylock Insurance Agency is seeking a Personal Lines Account Manager II to provide exceptional service to clients while adhering to regulatory compliance guidelines. The role involves gathering information for quotes, assisting customers with claims, and managing a portfolio of clients to ensure customer satisfaction and retention.
Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance
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
Required
High School diploma or equivalent
Successful completion of P&C 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
Must successfully complete all company website training and all coverage training
Preferred
Two+ years of insurance experience preferred
Company
Greylock Insurance Agency
Greylock Insurance Agency offers commercial and personal insurance products.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase