Manager, Personal Lines Service Team

About the Role

Greylock Insurance Agency (Greylock) has been in business for over two decades, offering opportunities to grow with clear career pathways, ongoing training & upskilling, and a supportive culture that invests in your success. Here, your work is purposeful, value-driven, and makes a real impact in our community. We strive to ensure that the spaces in which we work and community members we engage are inclusive, while upholding our cultural standards of psychological safety, respect, and collaboration in every interaction.

Responsibilities

• Lead and mentor a team of account managers within Personal Lines including assigning tasks, monitoring performance, and coaching.
• Meet or exceed Personal Lines production goals set by SVP, Agency Manager 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, assisting with inquiries, writing & processing insurance policies, educating customers about policy coverages, and general customer service.
• Work with the Operations Administrator to ensure all systems, procedures, rate and product changes, as well as insurance company regulations are communicated to and adhered to by all Personal Lines staff.
• Work with the management team to oversee, coordinate, and maintain strong working relationships with both underwriting and marketing personnel from partner companies.
• Maintain communications as well as relationships with Greylock Federal Credit Union employees regarding referrals to the agency.
• Maintain a thorough knowledge of company-specific products and services and assist management with implementing marketing and sales strategies.
• Troubleshoot and reconcile problems and complaints referred by customers and staff.

Requirements

• Property & Casualty (MA) license.
• 3 years of Personal Lines insurance experience with an independent insurance agency.
• Travel to other offices as needed for meetings, training sessions, or office coverage.

Preferred Skills

• Bachelor’s Degree, Some College, or No Degree.
• Management & Rating Systems: Epic.
• Computer Skills: DocuSign, Adobe, MS Teams, MS SharePoint, MS Word, MS Excel, MS Outlook, Zoom.

Benefits

• Medical
• Dental
• Vision
• FSA/HRA/HSA
• Employee Assistance Program
• Paid Time Off (PTO)
• 401(k) with up to a 4% Match & ER Pension of 4% after one year of service
• Profit Sharing depending on company goals
• Short & Long-Term Disability – at no cost to employee
• Life Insurance - at no cost to employee
• Training & Advancement
• Great Team Culture