Merakey Jobs

The full Personal Lines Account Manager II Float job description{target="_blank" rel="noopener noreferrer"} contains more information about this position. Looking for that amazing next step in your insurance career? Join the Greylock Insurance Agency Team as a Personal Lines Account Manager. At Greylock Insurance Agency, we\'re passionate about providing exceptional service to our clients. As a Personal Lines Account Manager, you\'ll play a pivotal role in ensuring that our existing and prospective clients receive top-notch care and service. In this role: - Figuring out a customer\'s needs is YOUR superpower, and we\'ll arm you with cutting-edge software, like Singlepoint and other tools to help you quickly and confidently find the best policies for your customers. - As your customers\' need change, you\'ll be there to review their coverage and remarket with other carriers as needed. - Prospecting is second nature to you because you thrive on adding more happy clients to your portfolio. If this sounds like YOU, please contact Greylock Insurance Agency today. 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, Winrater, 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 and assures customers their claims will be handled promptly. - Takes ownership of assigned portfolio. Reviews renewals, provides excellent customer service and adheres to Greylock\'s motto to treat customers/members better than they expect. - 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. - Schedules and presents information at branch and departmental meetings. Prepares and conducts presentations with confidence and enthusiasm. - Understands insurance concepts and is able to explain contract terms for personal lines products in a way that is understandable to our customers. Position Requirements: - High School diploma or equivalent. - Two+ years of insurance experience preferred. - Successful completion of P&C licensing within the first 6 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. - Employee needs reliable transportation to travel to and from various branches. - Mileage will be reimbursed to and from branches from the employees\' base work location. - Preferred: Ability to communicate fluently in both Spanish and English (verbal and written) Training: Must successfully complete all company website training and all coverage training.