Insurance Agency Services Specialist
About The Position
The Insurance Agency Services Specialist performs processing, administrative, and customer service functions to support Greylock Insurance Agency clients and staff. The role manages agency communications channels, incoming payments, mail processing, and scanning, provides general office support, and serves as backup to the Administrative Assistant. The position is full-time and hybrid, with a regular schedule of 8:00 a.m. to 4:30 p.m. and Wednesdays remote. The role is based in an office setting and involves frequent interaction with staff, clients, and vendors. Occasional travel to other locations and participation in community events may be required. Employees must reside in Massachusetts, New York, Vermont, or Connecticut. The posted salary range is $41,600 to $48,400. A $1,500 sign-on bonus is available for full-time employment: $500 after successful completion of onboarding and training, paid with two months of service, and $1,000 after six months of continued full-time satisfactory service.
Requirements
- High school diploma or equivalent.
- Professional, upbeat communication style and ability to interact effectively with clients, vendors, and staff.
- Proficiency in Microsoft Word and Excel.
- Ability to use office equipment.
- Experience with spreadsheets and data-entry systems.
- Strong organizational skills.
- Ability to remain stationary for extended periods, operate a computer and other office equipment, and communicate effectively with clients and staff.
- Must reside in Massachusetts, New York, Vermont, or Connecticut.
Nice To Haves
- Two years of prior customer service experience.
Responsibilities
- Serve as the first point of contact for incoming calls, visitors, and inquiries, handling and routing them promptly, professionally, and accurately.
- Open, sort, and process incoming mail and assist the Processing Department with related duties.
- Monitor agency communication channels, including the GFCU GIA Insurance Lead inbox, Union Mutual inbox, and third-party referral sources; distribute leads and enter monthly carrier activity reports.
- Prepare correspondence, memos, and reports; provide general administrative support and backup coverage for the Administrative Assistant as needed.
- Accept payments, issue receipts, update the agency management system, and transmit payments to carriers in accordance with guidelines.
- Maintain agency supplies and assist with physical office needs in coordination with the Operations Manager.
- Promote Greylock Federal Credit Union products and services when appropriate and perform other duties assigned to support agency operations.
Benefits
- Two comprehensive medical plan options
- Medical and dependent-care flexible spending accounts
- Health savings and health reimbursement accounts
- Dental benefits
- Vision benefits
- Wellness benefits
- 401(k) plan with employer match
- Employer pension contributions
- Paid time off
- Employee incentive plans
- Opportunity for profit sharing
- Employer-paid life insurance
- Short-term disability insurance
- Long-term disability insurance
- Optional additional life, accident, critical illness, and pet insurance
- Career pathways, ongoing training, and upskilling
- Sign-on bonus of $1,500 for eligible full-time employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
