Manager, Personal Lines

Manager, Personal Lines – Greylock Insurance Agency

Location:

Westfield, MA

Employment type:

Full-time | Seniority level:
Mid‑Senior | Job function:
Sales and Business Development | Industry: Insurance

We are guided by our IDEA principles – Inclusion, Diversity, Equity, and Accessibility – to support a workforce that reflects our community. We are committed to diversity and equal opportunity for all qualified applicants.

• Perform supervisory and insurance functions in conformance with agency policies, strategies, and procedures.
• Provide the highest level of service and responsiveness to clients, prospective clients, and guests.
• Manage client relationships, ensure accurate policy servicing, and drive sales of auto, homeowner, and other personal insurance products by leading a team of account managers.
• Lead and mentor a team of account managers, assigning tasks, monitoring performance, and coaching.
• Travel to other offices as needed for meetings, training sessions, or office coverage.
• Meet or exceed personal lines production goals set by the Senior Vice President, Personal Lines.
• Provide customer service to a small personal lines book of business, including policy changes, inquiries, processing insurance policies, and educating customers about coverage.
• Work with the Operations Administrator to ensure all systems, procedures, rate and product changes, and insurance company regulations are communicated to and adhered to by staff.
• Coordinate and maintain strong working relationships with underwriting and marketing personnel from partner companies.
• Maintain communications with Greylock Federal Credit Union employees regarding referrals to the Agency.
• Ensure customer service standards of the Agency are met.
• Maintain 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.
• Participate in various civic and community activities; actively develop new business and promote Agency services within the community.

• Bachelor's degree or equivalent in specialized coursework and training.
• P&C license.
• Three years of experience in insurance services.
• Proven supervisory, customer service, and problem‑solving skills.
• Ability to motivate a team.
• Computer proficiency, excellent phone etiquette, verbal communication, and organizational skills.
• Proficient knowledge of MS Office (Word, Excel, Outlook).
• Professional appearance and ability to maintain confidentiality.

our careers page or contact our recruiting team. Greylock Insurance Agency is an equal opportunity employer.