Manager, Personal Lines, Westfield Insurance Office

Greylock Federal Credit Union•Westfield, MA

1d•Hybrid

About The Position

Under the general direction of the Senior Vice President, performs a variety of supervisory and insurance functions in conformance with established Insurance Agency policies, strategies and procedures. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to the clients, prospective clients and guests served by the Greylock Insurance Agency. Responsible for managing client relationships, ensuring accurate policy servicing, and driving sales of auto, homeowner, and other personal insurance products by leading a team of account managers while adhering to company underwriting guidelines and compliance standards.

Requirements

Bachelor’s degree or equivalent in specialized coursework and training.
P&C license.
Three years’ experience in insurance services.
Proven supervisory, customer service and problem-solving skills.
Ability to motivate a team.
Computer proficiency.
Excellent phone etiquette, verbal communication and organizational skills.
Proven attention to detail and ability to multi-task.
Proficient knowledge of MS office (Word, Excel, Outlook,).
Professional appearance.
Able to maintain confidential information.
Reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut.

Responsibilities

Lead and mentor a team of account managers within personal lines including assigning tasks, monitoring performance and coaching. Travel to other offices as needed for meetings, training sessions, or office coverage.
Meets or exceeds personal lines production goals set by SVP, Personal Lines by assisting account managers in generating new business and quoting personal lines insurance.
Provide customer service to a small personal lines book of business, including but not limited to: policy changes, assist with inquires, write and process insurance policies, educate customers about policy coverages, general customer service.
Works with the Operations Administrator to ensure that all systems, procedures, rate and product changes as well as insurance company regulations are communicated to and adhered to by all personal lines staff.
Works with management team to oversee, coordinate and maintain strong working relationships with both underwriting and marketing personnel from partner companies.
Maintains communications as well as relationships with Greylock Federal Credit Union employees regarding referrals to the Agency.
Ensures that the customer service standards of the Agency are being met.
Maintains a thorough knowledge of company specific products and services and assists management with implementing marketing and sales strategies.
Troubleshoots and reconciles problems and complaints referred by customers and staff.
Participates in various civic and community activities. Actively develops new business and promotes Agency services within the community.