Personal Lines Customer Service Coordinator, Greylock Insurance at Greylock Federal Credit Union

Williamstown, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

22.34

Posted On

07 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Policy Processing, Inquiry Response, Account Management Support, Policy Retention, Data Entry, Quality Control, Communication, Organization, Microsoft Office Suite, Agency Management System Use, Carrier Communication, Invoicing, Scanning, Civic Representation, Professional Representation

Industry

Banking

Description

Position Title: Personal Lines Customer Service Coordinator Department: Greylock Insurance Agency Work Arrangement: Hybrid (4 days in office, 1 day hybrid upon completion of training) 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. 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. Under the general direction of the Processing & Call Center Supervisor, performs a variety of personal insurance policy processing functions in conformance with established Insurance Agency policies, strategies and procedures. Key Job Requirements: 1. Promotes the Greylock Insurance Agency wherever and whenever possible. Encouraged to actively represent the Greylock Insurance Agency in local civic, community and professional organizations. 2. Performs any functions, within scope of authority and expertise to provide the highest level of service and responsiveness to the customers served by the Insurance Agency. 3. Respond immediately to and assist Account Managers with any and all inquiries for service from customers or prospects, taking ownership of the inquiry to ensure customer satisfaction and policy retention. 4. In the Agency’s ongoing effort to retain business, assist the Account Managers with nonpayment notices, making calls to insureds and notifying CSR’s when policies are due to cancel. Initiate any necessary contact with carriers to mitigate policy reinstatement whenever possible or necessary. 5. Processes all incoming policies (new, amended, cancelled) for the agency in accordance with established workflows and procedures; verify the accuracy of the policy declaration against the Agency Management system and the receipt of download in EPIC; mark any applicable Follow-Up accordingly and confirm invoicing. Notify CSR of any discrepancies in quotes and any obvious coverage errors or omissions. 6. Act as quality control, ensuring that all required documentation is in our file and that the agency standards for timeliness and accuracy are being met and reporting any violations to the appropriate agency manager. Quality control also extends to verifying the accuracy of all information in the customer database. 7. Transmit all requests for policy changes to our insurance partners within the required timeframe, utilizing the specific delivery method for each carrier. Confirm receipt of the revised policy declarations and mail insured copies to the customer along with the appropriate letter. 8. Invoice any non-automated premium-bearing policy transactions in the Agency Management system prioritizing the current month activity to be completed prior to month end; verifying that the invoicing is done at the correct amount and with any producer specific commission criteria. 9. Comprehend and execute the required daily functions relating to policy download and automated download invoicing. 10. Assist with the scanning and activity creation/updating of electronic mail inquiries accordingly. 11. Provide customer service on the phone, via email, and in-person as needed. 12. Complete assigned carrier reports on a weekly basis. 13. Participate in marketing projects as outlined by the Insurance Processing Supervisor and/or Operations Manager. 14. 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 responsibilities may be assigned and therefore, required. Position Requirements: •High school diploma or its equivalent. •Ability to organize multiple projects. •Demonstrates oral and written communication abilities. •Able to use various types of office software, spread sheet applications and PC proficient in Microsoft Office Suite. Supervisory Scope: None The salary range for this role is $20.00 to $22.34 an hour. 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: Where's a great place to work and grow your career with a competitive benefits package to complement it? Greylock’s health benefits, independently benchmarked, are largely market leading. We strive to offer a comprehensive package of value including a suite of health options (2 medical plan options, FSA Medical/Dependent Care, HSA/HRA, dental, vision, wellness), retirement- 401k plans with employer match & employer pension contributions, PTO, employee incentive plans, and an opportunity for profit sharing. We round out the package with employer paid life insurance along with both short- and long-term disability. To meet your individual needs additional life, accident, and critical illness benefits may be elected. We continue to engage with employee feedback and augment our offerings, recently adding pet insurance, and Medicare employee assistance to name a couple.

Responsibilities

The coordinator performs various personal insurance policy processing functions under the direction of the Processing & Call Center Supervisor, ensuring conformance with agency policies and procedures. Key duties include responding immediately to customer inquiries, assisting Account Managers, processing all incoming policies (new, amended, cancelled), and acting as quality control for documentation and data accuracy.