Personal Lines Account Manager II

CLICK HERE to view the full job description and to apply! {target="_blank" rel="noopener noreferrer"} Key Job Requirements: - 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 Greylock Insurance Agency while performing all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures. - Gathers information; utilizes software to prepare a quote for underwriting. Uses underwriting guidelines, Winrater, and other company websites to qualify an insurance quote. - Confidently discusses options/quotes and makes recommendations for policy suggestions/changes with existing and potential customers. Be prepared to respond to frequently asked questions. - Advises and assists customers in claims process by using company websites and industry software. Answers questions and assures customers their claims will be handled promptly. - Takes ownership of assigned portfolio. Reviews renewals, provides excellent customer service and adheres to Greylock/'s motto to treat customers/members better than they expect. - Achieves expected standards in up-selling/cross-selling by reviewing existing customers/' policies and asking the appropriate questions that will result in cross-selling additional policies and up-selling needed features to current policies. - Cross-sells Greylock products (referrals) to non-Credit Union members, as well as have a basic understanding of the products and services the Credit Union has to offer. - Schedules and presents information at branch and departmental meetings. Prepares and conducts presentations with confidence and enthusiasm. - Understands insurance concepts and is able to explain contract terms for personal lines products in a way that is understandable to our customers. Position Requirements: - High School diploma or equivalent. - Two-five years of insurance experience. - Successful completion of P&C licensing within the first 6 months from date of hire. - Excellent verbal communication, telephone etiquette, and customer service and organizational skills. - Attention to detail and ability to multi-task. - Proficient knowledge of MS Office (Word, Excel, Outlook). - Professional appearance. - Able to maintain confidential information. Training: Must successfully complete all company website training and all coverage training. The salary range for this role is /$22.11 to /$28.75 an hour. 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.

Created: 2024-11-20