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Manager, Personal Lines

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Onsite

Manager, Personal Lines

Greylock Insurance Agency

Manager, Personal Lines

Skills

Community ManagementSales StrategyCompliance

1 month ago

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Important information


Contract type:

Permanent

Location:

Westfield, MA 01085, USA

Work mode:

Onsite

Published on:

27 September 2026

What they need


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. Performance

Measurements: Personal lines production goals are met or exceeded. Staff

performance meets established service, compliance, and sales benchmarks.

Customer retention rates remain high through proactive service and

relationship management. Carrier and internal partner relationships are

maintained and leveraged for business growth. Community engagement

activities align with agency growth objectives. 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 mainta n confidentiality.

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