Manager, Personal Lines

Greylock Federal Credit Union•Westfield, MA

1d•$60,000 - $77,500•Hybrid

About The Position

The Manager, Personal Lines leads and manages the Personal Lines team to achieve production goals, deliver exceptional customer service, and ensure compliance with underwriting guidelines and regulatory standards. Oversees staff development, operational efficiency, and relationship management with carriers, Greylock Federal Credit Union partners, and the community.

Requirements

3 years of insurance services experience, including supervisory responsibilities preferred.
Bachelor’s degree or equivalent specialized coursework/training.
Appropriate licenses as needed.
Strong leadership and motivational skills; ability to build trust and foster collaboration across teams.
Proficiency in MS Office (Word, Excel, Outlook); strong organizational, communication, and problem-solving skills; professional appearance; ability to maintain confidentiality.

Nice To Haves

Bilingual (preferred not required-Bilingual employees are eligible to receive a stipend in addition to the posted pay range below after completing a proficiency test.)

Responsibilities

Lead, mentor, and develop the Personal Lines team by assigning tasks, monitoring performance, providing coaching, and ensuring adherence to company policies, underwriting guidelines, and compliance requirements.
Manage customer relationships by ensuring accurate policy service, addressing escalated issues, and delivering high-quality service to maintain satisfaction and retention.
Maintain and service a small personal lines book of business, including policy changes, inquiries, policy issuance, and educating customers on coverage.
Drive achievement of personal lines production goals by supporting account managers in generating new business, assisting with quoting, and implementing sales strategies.
Coordinate with operations, underwriting, and marketing teams to implement product changes, maintain carrier relationships, and communicate updates to staff.
Foster relationships with Greylock Federal Credit Union employees promote referrals and enhance member experience through cross-selling opportunities.
Represent Greylock Insurance Agency in civic and community organizations to promote services, strengthen partnerships, and identify new business opportunities.