Personal Lines Account Manager — Hybrid & Growth

Greylock Federal Credit Union; Westfield (MA); Hybride; USD 31 000 - 40 000; Plein temps

Avantages offerts par ce poste

Sign-on bonus

Bilingual stipend

Résumé du poste

Greylock Insurance Agency in Pittsfield, MA is seeking a Personal Lines Account Manager Specialist. The role is hybrid (Berkshire or Westfield Office) with 4 days in-office and Wednesdays remote, salary range $22.46–$29.19 hourly.

The position requires 2–5 years of personal lines experience, a Producers license within 3 months, and strong client relationship skills. The department is GIA; bilingual stipend is available and a $1,500 sign-on bonus for full-time employment.

Qualifications

• Experience: 2–5 years of insurance experience in personal lines preferred.
• Education: High school diploma or equivalent; additional insurance-related coursework preferred.
• Licenses/Certifications: Producers license required within 3 months.
• Interpersonal Skills: Strong communication and relationship-building skills; ability to work collaboratively in a team environment.
• Technical/Other Skills: Proficiency in Microsoft Office Suite; familiarity with agency management systems; excellent organizational skills and attention to detail.

Responsabilités

• Manage assigned portfolio of personal lines accounts, including new business, renewals, policy changes, remarketing, and account retention activities.
• Collect underwriting data and prepare accurate submissions using carrier software and industry platforms. Classify risks properly, generate quotes, and recommend appropriate coverages to clients, ensuring proposals align with both customer needs and carrier guidelines.
• Manage new business opportunities generated through referrals, leads, or online inquiries by analyzing client needs, presenting coverage options, and binding policies that best fit their requirements. Maintain detailed records of prospecting activity.
• Identify and pursue cross-sell and up-sell opportunities by reviewing existing policies, explaining additional coverage benefits, and promoting complementary Greylock Credit Union products when relevant.
• Provide claims support by communicating directly with adjusters, assisting clients with documentation, and advocating for timely and fair claim resolutions. Educate clients on the process and follow up until closure.
• Participate in agency meetings, training sessions, and branch/community events by delivering insurance information and reinforcing Greylock’s value proposition.

Connaissances

Communication

Relationship building

Teamwork

Organizational skills

Time management

Integrity

Formation

High school diploma or equivalent

Insurance coursework preferred

Outils

Microsoft Office Suite

Agency management systems

Description du poste

Greylock Insurance Agency in Pittsfield, MA is seeking a Personal Lines Account Manager Specialist. The role is hybrid (Berkshire or Westfield Office) with 4 days in-office and Wednesdays remote, salary range $22.46–$29.19 hourly.

The position requires 2–5 years of personal lines experience, a Producers license within 3 months, and strong client relationship skills. The department is GIA; bilingual stipend is available and a $1,500 sign-on bonus for full-time employment.