Manager, Personal Lines

Greylock Insurance Agency; Westfield (MA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Sign-on bonus: $1,500

Job summary

Greylock Insurance Agency in Westfield, MA, is seeking a Manager, Personal Lines to lead a small Personal Lines team, mentor staff, and ensure service excellence while maintaining regulatory compliance.

You will oversee policy service, educate customers on coverage, and support sales initiatives to grow a personal lines book. Requires 3 years in insurance with supervisory experience and a Bachelor's degree or equivalent.

Qualifications

• 3 years of insurance services experience.
• Experience including supervisory responsibilities preferred.
• Bachelor's degree or equivalent specialized coursework/training.
• Licenses as needed.
• Strong leadership and motivational skills; ability to build trust and foster collaboration across teams.
• Proficiency in MS Office (Word, Excel, Outlook); strong organizational, communication, and problem-solving skills; ability to maintain confidentiality.

Responsibilities

• Lead, mentor, and develop the Personal Lines team by assigning tasks, monitoring performance, coaching, and ensuring adherence to policies and compliance.
• Manage customer relationships by ensuring accurate policy service, addressing escalated issues, and delivering high-quality service to maintain satisfaction and retention.
• Maintain and service a small personal lines book of business, including policy changes, inquiries, policy issuance, and educating customers on coverage.
• Drive achievement of personal lines production goals by supporting account managers in generating new business, assisting with quoting, and implementing sales strategies.
• Coordinate with operations, underwriting, and marketing teams to implement product changes, maintain carrier relationships, and communicate updates to staff.
• Foster relationships with Greylock Federal Credit Union employees to promote referrals and enhance member experience.
• Represent Greylock Insurance Agency in civic and community organizations to promote services, strengthen partnerships, and identify new business opportunities.

Skills

Leadership

Coaching

Communication

Customer service

Education

Bachelor's degree

Tools

MS Office

Job description

Bilingual: Perferred not required-Bilingual employees are eligible to receive a stipend in addition to the posted pay range below after completing a proficiency test. Sign on bonus: $1,500.00 sign on bonus available for full-time employment. Eligibility for the bonus is $500 after successful completion of onboarding/training to be paid with two months of service, and $1,000 after 6 months of continued full-time satisfactory service.

We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility - to support a workforce that reflects our community. Our principles support Greylock's mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members in which we engage are inclusive, while also upholding our cultural standards of psychological safety, respect, and collaboration in every interaction.

The Manager, Personal Lines leads and manages the Personal Lines team to achieve production goals, deliver exceptional customer service, and ensure compliance with underwriting guidelines and regulatory standards. Oversees staff development, operational efficiency, and relationship management with carriers, Greylock Federal Credit Union Partners, And The Community.

Responsibilities:

• 30% Lead, mentor, and develop the Personal Lines team by assigning tasks, monitoring performance, providing coaching, and ensuring adherence to company policies, underwriting guidelines, and compliance requirements.
• 25% Manage customer relationships by ensuring accurate policy service, addressing escalated issues, and delivering high-quality service to maintain satisfaction and retention.
• 20% Maintain and service a small personal lines book of business, including policy changes, inquiries, policy issuance, and educating customers on coverage.
• 10% Drive achievement of personal lines production goals by supporting account managers in generating new business, assisting with quoting, and implementing sales strategies.
• 5% Coordinate with operations, underwriting, and marketing teams to implement product changes, maintain carrier relationships, and communicate updates to staff.
• 5% Foster relationships with Greylock Federal Credit Union employees promote referrals and enhance member experience through cross-selling opportunities.
• 5% Represent Greylock Insurance Agency in civic and community organizations to promote services, strengthen partnerships, and identify new business opportunities.

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.

Performance Measurements:

Personal lines production goals are met or exceeded. Staff performance meets established service, compliance, and sales benchmarks. Customer retention rates remain high through proactive service and relationship management. Carrier and internal partner relationships are maintained and leveraged for business growth. Community engagement activities align with agency growth objectives. Demonstrates commitment to Greylock's culture by creating safe, respectful, and inclusive spaces, and actively engaging in coaching, mentoring and peer support.

Knowledge and Skills:

Experience: 3 years of insurance services

Experience, Including Supervisory Responsibilities Preferred. Education

Bachelor's degree or equivalent specialized coursework/training.

Licenses/Certifications: Appropriate licenses as needed. Interpersonal Skills: Strong leadership and motivational skills; ability to build

Trust And Foster Collaboration Across Teams. Technical/Other Skills

Proficiency in MS Office (Word, Excel, Outlook); strong organizational, communication, and problem-solving skills; professional appearance; ability to mainta n confidentiality.