Administrative Assistant, Greylock Insurance Agency chez Greylock Federal Credit Union

Position Title: Administrative Assistant

Department: Greylock Insurance Agency

Work Arrangement: In-office 

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 direction of the Assistant Vice President, Personal Lines Manager, performs a wide variety of administrative functions to aid and support to the Greylock Insurance Agency, employees and customers in conformance with established Credit Union policies and procedures. 

Key Job Requirements:  

1. 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 while performing all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures. 

2. Maintains and controls certain confidential records of the insurance agency, including organizational charts, succession plans, and staff lists. Prepares materials and maintains records for sales and processor meetings. 

3. Provides administrative support to the SVP and AVP of Personal Lines including, but not limited to assisting with documents, record-keeping, material distribution, receiving and placing telephone calls, screening and resolving inquiries, scheduling coverage and training, making travel arrangements, communicating and preparing materials for training, events and other meetings. Facilitates communication.

4. Provides professional and proficient service in greeting visitors, answering phone, and directing or assisting with in-person or electronic inquiries, directing employees, vendors and visitors to appropriate staff and/or departments. Takes initiative and acts independently regarding employee communication issues, meeting planning and assigning staff for participation in any function. Drafts responses to employees, applicants and vendors as needed.

5. Provides administrative support for record keeping, agency incentive, registration forms, scheduling and reimbursement of all licensing, continuing education credits and designation for agency staff.

Related Responsibilities:         

6. Promotes the Credit Union and Insurance Agency wherever and whenever possible. Encouraged to actively represent the Credit Union and Insurance Agency in local civic, community and professional organizations. 
7. Assist Processing and Systems Manager and VP of Commercial Lines as needed.
8. Assists with mailings such as renewal postcards and prospecting letters.

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:

• Associate's degree or its equivalent in administrative coursework, training or work experience.   
• Two-plus years in a related position.  
• Proven to maintain high standards of performance, integrity and confidentiality.
• Excellent customer service, communication, problem-solving and organizational skills.   
• Proven ability to compose grammatically correct correspondence.
• Ability to use various types of office equipment, including mastery of personal computer, including high proficiency in use of Word, Outlook, PowerPoint and Excel software. 

Supervisory Scope: None

The salary range for this role is $20.00 to $25.52 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: What’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.