Remote Insurance Retention Specialist - Personal Lines

Greylock Federal Credit Union; Pittsfield (MA); A distancia; USD 39.000 - 51.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Sign on bonus

Descripción de la vacante

Greylock Federal Credit Union is hiring a Retention Officer for Personal Lines in Pittsfield, MA. This full-time, remote role focuses on strengthening policyholder loyalty, handling premium concerns, and delivering consistent, high-quality service.

You will own remarketing, renewals, and cross-sell initiatives, partnering with account managers to optimize coverage and customer satisfaction while maintaining precise records across agency and carrier systems.

Formación

• Experience: 2-5 years of insurance experience in personal lines.
• Education: High School diploma or equivalent, additional insurance-related coursework preferred
• Licenses/Certifications: Producers License required within 6 weeks of hire
• Interpersonal Skills: Strong communication and relationship building skills; ability to work independently
• Technical/Other Skills: Proficiency in Microsoft Office Suite; familiarity with Applied EPIC (preferred, not required); excellent organizational and time management skills and attention to detail

Responsabilidades

• Conduct comprehensive personal lines remarkets for existing policyholders by completing customer fact-finding, risk assessments, underwriting reviews, carrier marketing, quoting, proposal preparation, and policy binding activities
• Proactively manage renewals by recommending coverage enhancements, policy adjustments, deductible options, and discount opportunities that align with customer needs and risk profiles
• Partner with Account Managers, Sales Producers, and agency leadership to develop retention strategies and resolve complex customer situations
• Identify opportunities to expand existing customer relationships through cross-selling and upselling additional insurance products and services
• Maintain complete, accurate, and timely customer records within agency management systems and carrier platforms; document all customer interactions, coverage recommendations, policy changes, retention efforts, and sales activities according to procedures

Educación

High School diploma or equivalent

Herramientas

Microsoft Office Suite

Applied EPIC

Descripción del empleo

Greylock Federal Credit Union is hiring a Retention Officer for Personal Lines in Pittsfield, MA. This full-time, remote role focuses on strengthening policyholder loyalty, handling premium concerns, and delivering consistent, high-quality service.

You will own remarketing, renewals, and cross-sell initiatives, partnering with account managers to optimize coverage and customer satisfaction while maintaining precise records across agency and carrier systems.