Personal Lines Account Manager Specialis

Greylock Insurance Agency; Westfield (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Greylock Insurance Agency is seeking an organized Personal Lines Account Manager Specialist to manage a portfolio of personal lines accounts, prepare underwriting submissions, and bind policies that fit client needs.

The role emphasizes cross-selling, client education, and collaboration with the team, with responsibilities spanning new business, renewals, and claims support to ensure excellent service.

Qualifications

• 2-5 years of insurance experience in personal lines.
• High school diploma or equivalent; insurance coursework preferred.
• Producer license required within 3 months.
• Strong communication and relationship-building skills.
• Proficiency in Microsoft Office and agency management systems.

Responsibilities

• 30% Manage assigned portfolio of personal lines accounts, including new business, renewals, policy changes, remarketing, and account retention activities.
• 25% 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.
• 20% 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.
• 15% 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.
• 5% 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.
• 5% Participate in agency meetings, training sessions, and branch/community events by delivering insurance information and reinforcing Greylock's value proposition. 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.

Skills

Communication & relationship-building

Team collaboration

Organizational skills

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Agency management systems

Job description

The full Personal Lines Account Manager Specialist job description contains more information on this position.

Essential Functions & Responsibilities:

• 30% Manage assigned portfolio of personal lines accounts, including new business, renewals, policy changes, remarketing, and account retention activities.
• 25% 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.
• 20% 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.
• 15% 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.
• 5% 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.
• 5% Participate in agency meetings, training sessions, and branch/community events by delivering insurance information and reinforcing Greylock's value proposition. 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:

• Effectively manages assigned portfolio to achieve strong customer retention. Prepares accurate underwriting submissions and quotes in a timely manner. Provides responsive and professional support during claims handling. Achieves sales expectations through cross-sells, up-sells, and referrals.
• Demonstrates professionalism and preparedness in presentations and community representation. Upholds Greylock's cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions.

Knowledge and Skills:

• 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.