Insurance Agency Services Specialist

Pittsfield, MA, US

Salary Range: $20.00 To $23.27 Hourly

Position Title:
Insurance Agency Services Specialist

Department: GIA

Sign on bonus: $1,500.00 sign on bonus available for full-time employment. Eligibility for the bonus is $500 after successful completion of onboarding/training to be paid with two months of service, and $1,000 after 6 months of continued full-time satisfactory service.

Greylock Insurance Agency

We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility - to support a workforce that reflects our community. Our principles support Greylock’s mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive, while also upholding our cultural standards of psychological safety, respect, and collaboration in every interaction.

The Insurance Agency Services Specialist performs a variety of processing, administrative, and customer service functions to ensure high-quality support to Greylock Insurance Agency clients and staff. Manages agency communications channels, incoming payments, mail processing, and scanning while providing general office support and acting as a backup to the Administrative Assistant.

Essential Functions & Responsibilities:

30%

Serve as first point of contact for incoming calls, visitors, and inquiries; ensure timely, professional, and accurate handling and routing to appropriate staff.

30%

Open, sort, and process incoming mail; assist the Processing Department with related duties.

15%

Monitor and manage agency communication channels, including the GFCU GIA Insurance Lead inbox, Union Mutual inbox, and third-party referral sources; distribute leads, and input monthly carrier activity reports.

10%

Prepare correspondence, memos, and reports; provide general administrative support and backup coverage for the Administrative Assistant as needed.

5%

Perform cashier duties, including accepting payments, issuing receipts, updating the agency management system, and transmitting payments to carriers within guidelines.

5%

Maintain agency supplies and assist with physical office needs in coordination with the Operations Manager.

5%

Promote Greylock Federal Credit Union products and services when appropriate; perform other duties as assigned to support agency operations.

The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required

Performance Measurements:

• All customer inquiries, calls, and visits are handled promptly, professionally, and accurately.
• Agency communication channels and lead distribution processes are maintained accurately and efficiently.
• Mail and scanning processes are completed in a timely and organized manner.
• Office supply levels are maintained and provide front desk coverage.
• Payments are processed and transmitted in compliance with carrier guidelines and internal procedures.
• Upholds Greylock’s cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions.

Knowledge and

Skills:

Experience:

Two years prior customer service experience preferred.

Education:

High school diploma or equivalent.

Licenses/Certifications:

None required.
Interpersonal

Skills:

Professional, upbeat communication style; ability to interact effectively with clients, vendors, and staff.
Technical/Other

Skills:

Proficiency in Microsoft Office (Word, Excel); ability to use office equipment; experience with spreadsheets and data entry systems; strong organizational skills.

Customer Service

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