Insurance Services Specialist

Job Description

Job Description

Position Title: Insurance Service Specialist

Department: Greylock Insurance Agency

Work Arrangement: In-Office

Bilingual: Preferred not required

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.

5.

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:

1. All customer inquiries, calls, and visits are handled promptly, professionally, and accurately.
2. Agency communication channels and lead distribution processes are maintained accurately and efficiently.
3. Mail and scanning processes are completed in a timely and organized manner.
4. Office supply levels are maintained and provide front desk coverage.
5. Payments are processed and transmitted in compliance with carrier guidelines and internal procedures.

1. 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

Physical Requirements:
Must be able to remain in a stationary position for extended periods, operate a computer and other office equipment, and communicate effectively with clients and staff.

Work Environment:
Office setting with frequent interaction with staff, clients, and vendors. Occasional travel to other locations may be required, as well as participation in occasional community events.

Salary Range:

The salary range for this role is (min)XXX to (mid)XXX. This is the salary range we in good faith believe we would pay for this role at the time of this posting. We may pay more than the posted range for exceptionally qualified individuals. An employee’s pay position within the pay band will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience (job and life), skills (specific and transferable), seniority, performance, and business organizational needs. This range may also be modified in the future.

Service and stability: With a history going back to the 1930s, Greylock has served and grown within the Berkshire County community for almost a century, building deep roots in the area and the lives of the members we serve. Now serving over 100,000 members, Greylock is committed to building a team that loves to put others first.

Opportunities to grow: We offer clear career pathways, ongoing training and upskilling, and a supportive culture that invests in your success. Here, your work is purposeful, values-driven, and makes a real impact in our community.

Benefits that work: Greylock offers competitive benefits and a range of opportunities to grow your career. Choose from two comprehensive medical plan options, along with FSA Medical/Dependent Care, HSA/HRA, dental, vision, and wellness benefits. Additionally, our generous benefits package includes 401k plans with employer match and employer pension contributions, PTO, employee incentive plans, and an opportunity for profit sharing. Greylock offers employer paid life insurance along with both short- and long-term disability. Per an individual’s need, additional life, accident, critical illness benefits, and pet insurance, may also be elected.