What are the responsibilities and job description for the Personal Lines Account Manager Specialis position at Greylock Insurance Agency?
The full [Personal Lines Account Manager Specialist 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=616002){target="_blank"
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Essential Functions & Responsibilities: 30% Manage assigned portfolio of
personal lines accounts, including new business, renewals, policy
changes, remarketing, and account retention activities. 25% Collect
underwriting data and prepare accurate submissions using carrier
software and industry platforms. Classify risks properly, generate
quotes, and recommend appropriate coverages to clients, ensuring
proposals align with both customer needs and carrier guidelines. 20%
Manage new business opportunities generated through referrals, leads, or
online inquiries by analyzing client needs, presenting coverage options,
and binding policies that best fit their requirements. Maintain detailed
records of prospecting activity. 15% Identify and pursue cross-sell and
up-sell opportunities by reviewing existing policies, explaining
Additional Coverage Benefits, And Promoting Complementary Greylock
Credit Union products when relevant. 5% Provide claims support by
communicating directly with adjusters, assisting clients with
documentation, and advocating for timely and fair claim resolutions.
Educate clients on the process and follow up until closure. 5%
Participate in agency meetings, training sessions, and branch/community
events by delivering insurance information and reinforcing Greylock\'s
value proposition. 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: Effectively manages assigned
portfolio to achieve strong customer retention. Prepares accurate
underwriting submissions and quotes in a timely manner. Provides
responsive and professional support during claims handling. Achieves
sales expectations through cross-sells, up-sells, and referrals.
Demonstrates professionalism and preparedness in presentations and
community representation. Upholds Greylock\'s cultural standards by
fostering respect, inclusion, psychological safety, and collaboration in
all interactions. Knowledge and Skills: Experience: 2-5 years of
insurance experience in personal lines preferred. Education: High school
diploma or equivalent; additional insurance-related coursework
preferred. Licenses/Certifications: Producers license required within 3
months. Interpersonal Skills: Strong communication and
relationship-building skills; ability to work collaboratively in a team
environment. Technical/Other Skills: Proficiency in Microsoft Office
Suite; familiarity with agency management systems; excellent
organizational skills and attention to detail.
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=616002){target="_blank"
rel="noopener noreferrer"} contains more information on this position.
Essential Functions & Responsibilities: 30% Manage assigned portfolio of
personal lines accounts, including new business, renewals, policy
changes, remarketing, and account retention activities. 25% Collect
underwriting data and prepare accurate submissions using carrier
software and industry platforms. Classify risks properly, generate
quotes, and recommend appropriate coverages to clients, ensuring
proposals align with both customer needs and carrier guidelines. 20%
Manage new business opportunities generated through referrals, leads, or
online inquiries by analyzing client needs, presenting coverage options,
and binding policies that best fit their requirements. Maintain detailed
records of prospecting activity. 15% Identify and pursue cross-sell and
up-sell opportunities by reviewing existing policies, explaining
Additional Coverage Benefits, And Promoting Complementary Greylock
Credit Union products when relevant. 5% Provide claims support by
communicating directly with adjusters, assisting clients with
documentation, and advocating for timely and fair claim resolutions.
Educate clients on the process and follow up until closure. 5%
Participate in agency meetings, training sessions, and branch/community
events by delivering insurance information and reinforcing Greylock\'s
value proposition. 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: Effectively manages assigned
portfolio to achieve strong customer retention. Prepares accurate
underwriting submissions and quotes in a timely manner. Provides
responsive and professional support during claims handling. Achieves
sales expectations through cross-sells, up-sells, and referrals.
Demonstrates professionalism and preparedness in presentations and
community representation. Upholds Greylock\'s cultural standards by
fostering respect, inclusion, psychological safety, and collaboration in
all interactions. Knowledge and Skills: Experience: 2-5 years of
insurance experience in personal lines preferred. Education: High school
diploma or equivalent; additional insurance-related coursework
preferred. Licenses/Certifications: Producers license required within 3
months. Interpersonal Skills: Strong communication and
relationship-building skills; ability to work collaboratively in a team
environment. Technical/Other Skills: Proficiency in Microsoft Office
Suite; familiarity with agency management systems; excellent
organizational skills and attention to detail.