Manager, Personal Lines, Westfield Insurance Office at Greylock Federal Credit Union – Westfield, Massachusetts

Position Title: Manager, Personal Lines

Department: Greylock Insurance Agency, Westfield Office

Work Arrangement: Hybrid: four days in- office, one day remote.

We are guided by our IDEA principles – Inclusion, Diversity, Equity, and Accessibility – to support a workforce that reflects our community. Our principles support Greylock’s mission and our goals of building a diverse workforce – reflecting multiple identities – and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive.

To be employed by Greylock Federal Credit Union employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut.

Review of the candidate pool for each opportunity with Greylock Federal Credit Union will begin on the fourteenth day of posting.

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.

Primary Responsibilities:

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.

1. 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.

2.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.

3. 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.

4.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.

5. Works with management team to oversee, coordinate and maintain strong working relationships with both underwriting and marketing personnel from partner companies.

6.Maintains communications as well as relationships with Greylock Federal Credit Union employees regarding referrals to the Agency.

7.Ensures that the customer service standards of the Agency are being met.

8.Maintains a thorough knowledge of company specific products and services and assists management with implementing marketing and sales strategies.

9.Troubleshoots and reconciles problems and complaints referred by customers and staff.

10.Participates in various civic and community activities. Actively develops new business and promotes Agency services within the community.

The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties both related and unrelated to the above may be assigned and, therefore, required.

Position 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.

Supervisory Scope: at least three direct reports.

The salary range for this role is $59,761.00 to $77,693.00. This is the salary range we in good faith believe we would pay for this role at the time of this posting. We may pay more than the posted range for exceptionally qualified individuals. An employee’s pay position within the pay band will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience (job and life), skills (specific and transferable), seniority, performance, and business organizational needs. This range may also be modified in the future.

Service and stability: With a history going back to the 1930s, Greylock has served and grown within the Berkshire County community for almost a century, building deep roots in the area and the lives of the members we serve. Now serving over 100,000 members, Greylock is committed to building a team that loves to put others first.

Opportunities to grow: We offer clear career pathways, ongoing training and upskilling, and a supportive culture that invests in your success. Here, your work is purposeful, values-driven, and makes a real impact in our community.

Benefits that work: What’s a great place to work and grow your career with a competitive benefits package to complement it? Greylock’s health benefits, independently benchmarked, are largely market leading. We strive to offer a comprehensive package of value including a suite of health options (2 medical plan options, FSA Medical/Dependent Care, HSA/HRA, dental, vision, wellness), retirement- 401k plans with employer match & employer pension contributions, PTO, employee incentive plans, and an opportunity for profit sharing. We round out the package with employer paid life insurance along with both short- and long-term disability. To meet your individual needs additional life, accident, and critical illness benefits may be elected. We continue to engage with employee feedback and augment our offerings, recently adding pet insurance, and Medicare employee assistance to name a couple.