Personal Lines Account Manager II

Overview

The full Personal Lines Account Manager II job description contains more information about this position. 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, Single Point, 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, speaks directly with adjusters, handles claim paperwork on the customer's behalf and assures customers their claims will be handled promptly.
• Takes ownership of assigned portfolio. Provides excellent customer service and adheres to Greylock's motto to treat customers/members better than they expect.
• Annual review of policies including remarketing with other carriers to retain business.
• Handling new business clients gained from prospects, leads, web requests and calls.
• 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.
• Understands insurance concepts and is able to explain contract terms for personal lines products in a way that is understandable to customers.

• Actively represents the Credit Union in local civic, community and professional organizations. Promotes the Credit Union wherever and whenever possible.
• Performs all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures.
• Responsible for company-specific trainings as well as keeping up with CE's that are required to maintain P&C license.
• Provide office coverage for different locations based on the need.

• High School diploma or equivalent.
• Two+ years of insurance experience preferred.
• Successful completion of P&C licensing within the first 3 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.