Insurance Services Specialist

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.

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: 1.

Serve as first point of contact for incoming calls, visitors, and

inquiries; ensure timely, professional, and accurate handling and

routing to appropriate staff. 2. Open, sort, and process incoming mail;

assist the Processing Department with related duties. 3. 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. 4. Prepare

correspondence, memos, and reports; provide general administrative

support and backup coverage for the Administrative Assistant as needed.

• Perform cashier duties, including accepting payments, issuing
  
  

receipts, updating the agency management system, and transmitting

payments to carriers within guidelines. 6. Maintain agency supplies and

assist with physical office needs in coordination with the Operations

Manager. 7. 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. Key Competencies: Customer Service Organizational

Skills Attention to Detail Additional Competencies: Communication

Adaptability Problem Solving