Call Center Specialist-Insurance

Greylock Federal Credit Union • Pittsfield, MA

6d • $21 - $26 • Onsite

About The Position

The Call Center Specialist – Insurance provides support for call routing, policy follow-ups, and data entry to ensure high-quality service to Greylock Insurance Agency clients and staff. Responds to inbound inquiries, assists with policy servicing, and supports account management and processing teams with retention and renewal efforts. Maintains accurate records in agency systems and contributes to agency goals through cross-selling and referral activities.

Requirements

• Prior customer service experience preferred.
• High school diploma or equivalent.
• Producer’s License preferred.
• Professional and upbeat communication style; strong telephone etiquette; ability to build rapport with customers.
• Proficiency in Microsoft Office (Word, Excel, Outlook); strong organizational skills; attention to detail; ability to manage multiple tasks in a fast-paced environment.
• Must be able to remain in a stationary position for extended periods, operate a computer and other office equipment, and communicate effectively with clients and staff.
• Employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut.

Nice To Haves

• Producer’s License

Responsibilities

• Serve as the first point of contact for incoming calls and inquiries through the agency’s phone queue system, ensuring timely, professional, and friendly responses that promote customer satisfaction and policy retention.
• Support account managers and processing teams with customer service activities during downtime, including but not limited to: transmitting policy changes to carriers and mailing policy documents and outbound calling as needed.
• Enter prospect and policyholder information into the agency management system to initiate quoting processes and ensure records are accurate and complete.
• Conduct quality control checks on documentation and database records, reporting any issues to management.
• Promote Greylock Insurance Agency and Credit Union products and services through referrals, cross-selling, and basic product knowledge.

Benefits

• $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.
• Two comprehensive medical plan options
• FSA Medical/Dependent Care
• HSA/HRA
• Dental
• Vision
• Wellness benefits
• 401k plans with employer match
• Employer pension contributions
• PTO
• Employee incentive plans
• Opportunity for profit sharing
• Employer paid life insurance
• Short-term disability
• Long-term disability
• Additional life insurance
• Accident insurance
• Critical illness benefits
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED