Position Title: Personal Lines Sales Representative
Department: Greylock Insurance Agency
Work Arrangement: Hybrid

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 supervision of the SVP, Agency Manager, the Producer is responsible for business development and prospecting, soliciting, quoting, and selling new personal lines policies. Specific sales goals and service responsibilities are determined during the yearly planning process. Service and sales standards must be met with emphasis placed on the quality of the insurance product presented to the client.

Key Job Requirements:

1. 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.

2. Assists in the development of the sales objectives. Meets the forecasted premium volume and commission growth goals as established with SVP and AVP, Sales Manager.

3. Business development: representation at First Time Homebuyers, newly established SEG’s, on-site visits with affinity groups/benefit fairs or as needed.

4. Creates and maintains prospect and suspect lists.

5. Request internal and external referrals and respond to the referrals quickly and effectively.

6. Pre-qualifies insurance prospects for insurability and quality of risk.

7. Identifies the client’s insurance needs, gaps in coverage, and loss exposures (insurable and uninsurable).

8. Obtains accurate information from the prospects; including completing applications, supplemental questionnaires, intakes, photos and other related documentation in order to provide complete, comprehensive submissions.

9. Designs insurance programs and recommends insurance coverage to clients.

10. Qualify and prepare insurance quotes using underwriting guidelines, Singlepoint and company websites.

11. Accurately documents client files and electronic files as to coverage discussions, quotes, declination, and coverage change or declined using the agency management system.

12. Maintain a concern for timeliness and completeness when interacting with clients, agency, and company personnel to minimize potentials for error or omission claims.

13. Performs all duties in accordance with prescribed regulatory compliance guidelines, Greylock Insurance and Credit Union policies and procedures.

14. Promotes the Greylock Insurance Agency wherever and whenever possible. Encouraged to actively represent the Greylock Insurance Agency in local civic, community and professional organizations.

15. Other functions may be assigned

Position Requirements:

1. High school diploma or its equivalent; some college or significant Insurance Industry related experience; or combination of education and experience.
2. Valid driver’s license required with proof of insurance.
3. MA Full Property & Casualty producer license
4. Working knowledge of Microsoft Office products such as Word, Excel, Power Point and Access or ability and desire to obtain required.
5. Familiarity with Agency Management Systems such as EPIC is desirable.
6. Energetically focused efforts on meeting a goal, mission or objective.

Preferred: Ability to communicate fluently in both Spanish and English (verbal and written)

Supervisory Scope: None

This position is anticipated to be paid on a $75,000.00 annual starting draw paid biweekly with periodic earned commission during the year. Specific details of the draw and commission structure will be coordinated in the job offer process and finalized in the offer letter.

This is the salary we in good faith believe we would pay for this role at the time of this posting. We may pay more than the posted starting draw for exceptionally qualified individuals. An employee’s pay 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.