Manager, Personal Lines

Job Description

Job Description

 

Greylock Insurance Agency

Position Title: Manager, Personal Lines

Department: GIA

Work Arrangement: Hybrid (Westfield Office-4 days in-office; Wednesdays remote)

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. 

 

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. Personal lines production goals are met or exceeded.
2. Staff performance meets established service, compliance, and sales benchmarks.
3. Customer retention rates remain high through proactive service and relationship management.
4. Carrier and internal partner relationships are maintained and leveraged for business growth.
5. Community engagement activities align with agency growth objectives.

1. 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 maintain confidentiality.

Key Competencies:

Coaching & Mentoring

Organizational Skills

Relationship Management

 

Additional Competencies:
Communication

Sales & Influence

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 customers and staff.

 

Work Environment:
Hybrid schedule. Office setting with frequent interaction with customers, staff, and business partners. Occasional travel to other offices or community events required.

Salary Range:

The salary range for this role is $60,000 to $77,500. 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.

To be employed by Greylock Federal Credit Union employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut.

Review of the candidate pool for each opportunity with Greylock Federal Credit Union will begin on the fourteenth day of posting.