Manager, Personal Lines

Essential Functions & 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.

Performance Measurements

• Personal lines production goals are met or exceeded.
• Staff performance meets established service, compliance, and sales benchmarks.
• Customer retention rates remain high through proactive service and relationship management.
• CARRIER AND INTERNAL PARTNER relationships are maintained and leveraged for business growth.
• Community engagement activities align with agency growth objectives.
• Demonstrates commitment to Greylock's culture by creating safe, respectful, and inclusive spaces, and actively engaging in coaching, mentoring, and peer support.

Knowledge and Skills

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