Personal Lines Account Manager Specialis

Essential Functions & Responsibilities

• Manage assigned portfolio of personal lines accounts, including new business, renewals, policy changes, remarketing, and account retention activities.
• Collect underwriting data and prepare accurate submissions using carrier software and industry platforms.
• Classify risks properly, generate quotes, and recommend appropriate coverages to clients, ensuring proposals align with both customer needs and carrier guidelines.
• Manage new business opportunities generated through referrals, leads, or online inquiries by analyzing client needs, presenting coverage options, and binding policies that best fit their requirements.
• Maintain detailed records of prospecting activity.
• Identify and pursue cross-sell and up-sell opportunities by reviewing existing policies, explaining Additional Coverage Benefits, and promoting Complementary Greylock Credit Union products when relevant.
• Provide claims support by communicating directly with adjusters, assisting clients with documentation, and advocating for timely and fair claim resolutions. Educate clients on the process and follow up until closure.
• Participate in agency meetings, training sessions, and branch/community events by delivering insurance information and reinforcing Greylock's value proposition.

Performance Measurements

• Effectively manages assigned portfolio to achieve strong customer retention.
• Prepares accurate underwriting submissions and quotes in a timely manner.
• Provides responsive and professional support during claims handling.
• Achieves sales expectations through cross-sells, up-sells, and referrals.
• Demonstrates professionalism and preparedness in presentations and community representation.
• Upholds Greylock's cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions.

Knowledge and Skills

• Experience: 2-5 years of insurance experience in personal lines preferred.
• Education: High school diploma or equivalent; additional insurance-related coursework preferred.
• Licenses/Certifications: Producers license required within 3 months.
• Interpersonal Skills: Strong communication and relationship-building skills; ability to work collaboratively in a team environment.
• Technical/Other Skills: Proficiency in Microsoft Office Suite; familiarity with agency management systems; excellent organizational skills and attention to detail.