What are the responsibilities and job description for the Personal Lines Account Manager II position at Greylock Insurance Agency?
The full [Personal Lines Account Manager II job
description](https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=5e2befa0-ee04-452e-ad5f-c608d9a9a414&ccId=19000101_000001&type=MP&lang=en_US&selectedMenuKey=CareerCenter&jobId=546158){target="_blank"
rel="noopener noreferrer"} contains more information about this
position. Key Job Requirements: - Performs any functions, within scope
of authority and expertise, to provide the highest level of service and
responsiveness to the clients, prospective clients and guests served by
Greylock Insurance Agency while performing all duties in accordance with
prescribed regulatory compliance guidelines and Credit Union policies
and procedures. - Gathers information; utilizes software to prepare a
quote for underwriting. Uses underwriting guidelines, SinglePoint, and
other company websites to qualify an insurance quote. - Confidently
discusses options/quotes and makes recommendations for policy
suggestions/changes with existing and potential customers. Be prepared
to respond to frequently asked questions. - Advises and assists
customers in claims process by using company websites and industry
software. Answers questions, speak directly with adjusters, handle claim
paperwork on the customer\'s behalf and assures customers their claims
will be handled promptly. - Takes ownership of assigned portfolio.
Provides excellent customer service and adheres to Greylock\'s motto to
treat customers/members better than they expect. - Annual review of
policies including remarketing with other carriers to retain business. -
Handling new business clients gained from prospects, leads, web requests
and calls. - Achieves expected standards in up-selling/cross-selling by
reviewing existing customers\' policies and asking the appropriate
questions that will result in cross-selling additional policies and
up-selling needed features to current policies. - Cross-sells Greylock
products (referrals) to non-Credit Union members, as well as have a
basic understanding of the products and services the Credit Union has to
offer. - Understands insurance concepts and is able to explain contract
terms for personal lines products in a way that is understandable to our
customers. Related Responsibilities: - Actively represents the Credit
Union in local civic, community and professional organizations. Promotes
the Credit Union wherever and whenever possible. - Performs all duties
in accordance with prescribed regulatory compliance guidelines and
Credit Union policies and procedures. - Responsible for company specific
trainings as well as keeping up with CE\'s that are required to maintain
P&C license - Provide office coverage for different locations based on
the need 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. Position Requirements: - High School diploma or equivalent. -
Two years of insurance experience preferred. - Successful completion of
P&C licensing within the first 3 months from date of hire. - Excellent
verbal communication, telephone etiquette, and customer service and
organizational skills. - Attention to detail and ability to
multi-task. - Proficient knowledge of MS Office (Word, Excel, Outlook).
Professional appearance. Able to maintain confidential information.
Training: Must successfully complete all company website training and
all coverage training.
description](https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=5e2befa0-ee04-452e-ad5f-c608d9a9a414&ccId=19000101_000001&type=MP&lang=en_US&selectedMenuKey=CareerCenter&jobId=546158){target="_blank"
rel="noopener noreferrer"} contains more information about this
position. Key Job Requirements: - Performs any functions, within scope
of authority and expertise, to provide the highest level of service and
responsiveness to the clients, prospective clients and guests served by
Greylock Insurance Agency while performing all duties in accordance with
prescribed regulatory compliance guidelines and Credit Union policies
and procedures. - Gathers information; utilizes software to prepare a
quote for underwriting. Uses underwriting guidelines, SinglePoint, and
other company websites to qualify an insurance quote. - Confidently
discusses options/quotes and makes recommendations for policy
suggestions/changes with existing and potential customers. Be prepared
to respond to frequently asked questions. - Advises and assists
customers in claims process by using company websites and industry
software. Answers questions, speak directly with adjusters, handle claim
paperwork on the customer\'s behalf and assures customers their claims
will be handled promptly. - Takes ownership of assigned portfolio.
Provides excellent customer service and adheres to Greylock\'s motto to
treat customers/members better than they expect. - Annual review of
policies including remarketing with other carriers to retain business. -
Handling new business clients gained from prospects, leads, web requests
and calls. - Achieves expected standards in up-selling/cross-selling by
reviewing existing customers\' policies and asking the appropriate
questions that will result in cross-selling additional policies and
up-selling needed features to current policies. - Cross-sells Greylock
products (referrals) to non-Credit Union members, as well as have a
basic understanding of the products and services the Credit Union has to
offer. - Understands insurance concepts and is able to explain contract
terms for personal lines products in a way that is understandable to our
customers. Related Responsibilities: - Actively represents the Credit
Union in local civic, community and professional organizations. Promotes
the Credit Union wherever and whenever possible. - Performs all duties
in accordance with prescribed regulatory compliance guidelines and
Credit Union policies and procedures. - Responsible for company specific
trainings as well as keeping up with CE\'s that are required to maintain
P&C license - Provide office coverage for different locations based on
the need 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. Position Requirements: - High School diploma or equivalent. -
Two years of insurance experience preferred. - Successful completion of
P&C licensing within the first 3 months from date of hire. - Excellent
verbal communication, telephone etiquette, and customer service and
organizational skills. - Attention to detail and ability to
multi-task. - Proficient knowledge of MS Office (Word, Excel, Outlook).
Professional appearance. Able to maintain confidential information.
Training: Must successfully complete all company website training and
all coverage training.