Commercial Account Manager II

Greylock Insurance Agency; Westfield (MA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance agency is seeking a Commercial Account Manager II to provide exceptional service to clients while adhering to regulatory guidelines. This role involves preparing insurance quotes, assisting with claims, and managing an assigned portfolio to ensure customer satisfaction. Successful candidates will have insurance experience, customer service skills, and the ability to communicate effectively with clients.

Qualifications

• Two to five years of insurance experience required.
• Successful completion of P&C licensing within the first 6 months from date of hire.
• Ability to maintain confidential information.

Responsibilities

• Provides excellent customer service and adheres to compliance guidelines.
• Gathers information to prepare quotes and discusses options with customers.
• Takes ownership of assigned portfolio and reviews renewals.

Skills

Customer Service

Communication Skills

Attention to Detail

Organizational Skills

Education

High School diploma or equivalent

Tools

MS Office

Job description

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The full [Commercial Account Manager II job

description](https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=5e2befa0-ee04-452e-ad5f-c608d9a9a414&ccId=19000101_000001&type=MP&lang=en_US&selectedMenuKey=CareerCenter&jobId=545099){target="_blank"

rel="noopener noreferrer"} contains more information about this

position. Key Job Requirements: - 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, Winrater, 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 and assures customers their claims will be

handled promptly. - Takes ownership of assigned portfolio. Reviews

renewals, provides excellent customer service and adheres to Greylock\'s

motto to treat customers/members better than they expect. - 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. - Schedules and presents information at branch and departmental

meetings. Prepares and conducts presentations with confidence and

enthusiasm. - Understands insurance concepts and is able to explain

contract terms for personal lines products in a way that is

understandable to our customers. Related Responsibilities: - 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. The

above is a description of the ordinary duties of the position. It should

be expected that from time-to-time other duties both related and

unrelated to the above may be assigned and, therefore, required.

Position Requirements: High School diploma or equivalent. Two-five years

of insurance experience. Successful completion of P&C licensing within

the first 6 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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