In-Office Insurance Call Center Pro

Greylock Federal Credit Union; Pittsfield (MA); On-site; USD 28,000 - 36,000; Full time

Job summary

Greylock Federal Credit Union in Pittsfield, MA is seeking a Call Center Specialist – Insurance to provide frontline support, route calls, follow up on policies, and perform data entry to support clients and staff.

This full-time, in-office role emphasizes accuracy, CRM data quality, and cross-selling; you will help with policy servicing and coordination with carriers while delivering courteous service. Sign-on bonus of $1,500 available.

Qualifications

• High school diploma or equivalent is required.
• Producer’s License preferred.
• Prior customer service experience preferred.
• Professional and upbeat communication; strong telephone etiquette.
• Proficiency in Microsoft Office; strong organizational skills; attention to detail.

Responsibilities

• Serve as the first point of contact for calls, ensuring timely, professional responses and policy retention.
• Support account managers with customer service tasks during downtime and transmit policy changes to carriers.
• Enter prospect and policyholder information into agency systems to initiate quoting processes.
• Conduct quality checks on documentation and records, reporting issues to management.
• Promote Greylock Insurance Agency and Credit Union products through referrals and cross-selling.

Skills

Customer service

Phone etiquette

Rapport building

Multi-tasking

Organizational skills

Education

High school diploma or equivalent

Tools

Microsoft Office (Word, Excel, Outlook)

Job description

Greylock Federal Credit Union in Pittsfield, MA is seeking a Call Center Specialist – Insurance to provide frontline support, route calls, follow up on policies, and perform data entry to support clients and staff.

This full-time, in-office role emphasizes accuracy, CRM data quality, and cross-selling; you will help with policy servicing and coordination with carriers while delivering courteous service. Sign-on bonus of $1,500 available.