What You’ll Love About Working Here
Greylock Insurance Agency (Greylock) has been in business for over two decades. We offer 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. Greylock offers competitive benefits, incentives and a range of opportunities to grow your career.
What We Are Seeking
The full-time Manager, Personal Lines Service Team leads and manages the Personal Lines team to achieve production goals, deliver exceptional customer service, and ensure compliance with underwriting guidelines and regulatory standards. You will oversee staff development, operational efficiency, and relationship management with carriers, Greylock Federal Credit Union partners, and the community. We strive to ensure that the spaces in which we work and community members in which we engage are inclusive, while also upholding our cultural standards of psychological safety, respect and collaboration in every interaction.
Job 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, assist with inquiries, write & process insurance policies, educate 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 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.
Minimum Requirements
- License: Property & Casualty (MA)
- 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, 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
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Hartford, CT 06143
