Manager, Personal Lines Service Team

Greylock Insurance Agency has been in business for over two decades. We offer opportunities to grow through clear career pathways, ongoing training and upskilling, and a supportive culture that invests in your success. Your work is purposeful, value-driven, and makes a real impact in our community, with competitive benefits and incentives.

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.

• 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 for a small Personal Lines book, including policy changes, inquiries, writing and processing policies, educating customers on coverages, and general support.
• Work with the Operations Administrator to ensure system, procedure, rate, product, and carrier regulation changes are communicated to and followed 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.
• License:
  Property & Casualty (MA)

• Bachelor's Degree, Some College, No Degree
• Areas of Expertise:
  Product Knowledge Expert, Personal Liability / Personal Umbrella, Personal Auto, Homeowners & Renters, Quoting & Rating, Quality Control, Property, Flood / Wind / Hail, Watercraft, Motorcycles & ATVs, Recreational Vehicles
• Management & Rating Systems: EPIC

HYBRID LOCATION

SENIOR LEVEL LEVEL

Monday to Friday

Permanent

40 hrs/week (Full-Time)

Westfield, MA

401(k)

Education Assistance

Flexible Spending Account

Paid Time Off (PTO)

Training & Advancement

Health

Vision

$60k - $80k salary range

Advancement Opportunities:

Advancement with Insurance Agency or if they would like to move over to Credit Union side