What are the responsibilities and job description for the Manager, Personal Lines position at Greylock Insurance Agency?
Bilingual: Perferred not required-Bilingual employees are eligible to
receive a stipend in addition to the posted pay range below after
completing a proficiency test. 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 in
which we engage are inclusive, while also upholding our cultural
standards of psychological safety, respect, and collaboration in every
interaction. The Manager, Personal Lines leads and manages the Personal
Lines team to achieve production goals, deliver exceptional customer
service, and ensure compliance with underwriting guidelines and
regulatory standards. Oversees staff development, operational
efficiency, and relationship management with carriers, Greylock Federal
Credit Union Partners, And The Community. Essential Functions &
Responsibilities: 30% Lead, mentor, and develop the Personal Lines team
by assigning tasks, monitoring performance, providing coaching, and
ensuring adherence to company policies, underwriting guidelines, and
compliance requirements. 25% Manage customer relationships by ensuring
accurate policy service, addressing escalated issues, and delivering
high-quality service to maintain satisfaction and retention. 20%
Maintain and service a small personal lines book of business, including
policy changes, inquiries, policy issuance, and educating customers on
coverage. 10% Drive achievement of personal lines production goals by
supporting account managers in generating new business, assisting with
quoting, and implementing sales strategies. 5% Coordinate with
operations, underwriting, and marketing teams to implement product
changes, maintain carrier relationships, and communicate updates to
staff. 5% Foster relationships with Greylock Federal Credit Union
employees promote referrals and enhance member experience through
cross-selling opportunities. 5% Represent Greylock Insurance Agency in
civic and community organizations to promote services, strengthen
partnerships, and identify new business opportunities. 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: Personal lines production goals are met or exceeded. Staff
performance meets established service, compliance, and sales benchmarks.
Customer retention rates remain high through proactive service and
relationship management. Carrier and internal partner relationships are
maintained and leveraged for business growth. Community engagement
activities align with agency growth objectives. Demonstrates commitment
to Greylock\'s culture by creating safe, respectful, and inclusive
spaces, and actively engaging in coaching, mentoring and peer support.
Knowledge and Skills: Experience: 3 years of insurance services
Experience, Including Supervisory Responsibilities Preferred. Education
Bachelor\'s degree or equivalent specialized coursework/training.
Licenses/Certifications: Appropriate licenses as needed. Interpersonal
Skills: Strong leadership and motivational skills; ability to build
Trust And Foster Collaboration Across Teams. Technical/Other Skills
Proficiency in MS Office (Word, Excel, Outlook); strong organizational,
communication, and problem-solving skills; professional appearance;
ability to mainta n confidentiality.
receive a stipend in addition to the posted pay range below after
completing a proficiency test. 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 in
which we engage are inclusive, while also upholding our cultural
standards of psychological safety, respect, and collaboration in every
interaction. The Manager, Personal Lines leads and manages the Personal
Lines team to achieve production goals, deliver exceptional customer
service, and ensure compliance with underwriting guidelines and
regulatory standards. Oversees staff development, operational
efficiency, and relationship management with carriers, Greylock Federal
Credit Union Partners, And The Community. Essential Functions &
Responsibilities: 30% Lead, mentor, and develop the Personal Lines team
by assigning tasks, monitoring performance, providing coaching, and
ensuring adherence to company policies, underwriting guidelines, and
compliance requirements. 25% Manage customer relationships by ensuring
accurate policy service, addressing escalated issues, and delivering
high-quality service to maintain satisfaction and retention. 20%
Maintain and service a small personal lines book of business, including
policy changes, inquiries, policy issuance, and educating customers on
coverage. 10% Drive achievement of personal lines production goals by
supporting account managers in generating new business, assisting with
quoting, and implementing sales strategies. 5% Coordinate with
operations, underwriting, and marketing teams to implement product
changes, maintain carrier relationships, and communicate updates to
staff. 5% Foster relationships with Greylock Federal Credit Union
employees promote referrals and enhance member experience through
cross-selling opportunities. 5% Represent Greylock Insurance Agency in
civic and community organizations to promote services, strengthen
partnerships, and identify new business opportunities. 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: Personal lines production goals are met or exceeded. Staff
performance meets established service, compliance, and sales benchmarks.
Customer retention rates remain high through proactive service and
relationship management. Carrier and internal partner relationships are
maintained and leveraged for business growth. Community engagement
activities align with agency growth objectives. Demonstrates commitment
to Greylock\'s culture by creating safe, respectful, and inclusive
spaces, and actively engaging in coaching, mentoring and peer support.
Knowledge and Skills: Experience: 3 years of insurance services
Experience, Including Supervisory Responsibilities Preferred. Education
Bachelor\'s degree or equivalent specialized coursework/training.
Licenses/Certifications: Appropriate licenses as needed. Interpersonal
Skills: Strong leadership and motivational skills; ability to build
Trust And Foster Collaboration Across Teams. Technical/Other Skills
Proficiency in MS Office (Word, Excel, Outlook); strong organizational,
communication, and problem-solving skills; professional appearance;
ability to mainta n confidentiality.
Salary : $1,000