What are the responsibilities and job description for the Commercial Account Manager II position at Greylock Insurance Agency?
The full [Commercial Account Manager II 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=545099){target="_blank"
rel="noopener noreferrer"} contains more information about this
position. 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. Related Responsibilities: - Actively
represents the Credit Union in local civic, community and professional
organizations. Promotes the Credit Union wherever and whenever
possible. - Performs all duties in accordance with prescribed regulatory
compliance guidelines and Credit Union policies and procedures. 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.
Position Requirements: High School diploma or equivalent. Two-five years
of insurance experience. 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.
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=545099){target="_blank"
rel="noopener noreferrer"} contains more information about this
position. 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. Related Responsibilities: - Actively
represents the Credit Union in local civic, community and professional
organizations. Promotes the Credit Union wherever and whenever
possible. - Performs all duties in accordance with prescribed regulatory
compliance guidelines and Credit Union policies and procedures. 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.
Position Requirements: High School diploma or equivalent. Two-five years
of insurance experience. 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.