Personal Lines Sales Executive


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93 Main Street


Company Description:
MountainOne is a mutual holding company headquartered in North Adams, Massachusetts. Banking, Insurance, and Investment products are offered at full service offices in the Berkshires (Pittsfield, North Adams, Williamstown) and on Boston's South Shore (Quincy, Rockland, Scituate). MountainOne is dedicated to the local communities we serve, with a mission of delivering solutions of real value that help individuals, businesses, and community institutions manage their financial lives with clarity and confidence. MountainOne Bank, founded in 1848, provides a complete array of personal and business banking and electronic services. MountainOne Insurance provides personal and business insurance, bonding services and group benefits solutions. MountainOne Investments provides individual investment services and group financial benefit plans (financial professionals offering securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor)

Personal Lines Sales Executive
To Commensurate With Experience
Full Time
High School or Equivalent
Up to One Year
Obtain and maintain MA Property & Casualty Insurance Broker’s License and any other license as required by residence state. - Preference: Preferred

The Personal Insurance Account Executive position is a unique opportunity to join the MountainOne Insurance team in a sales role on-site at Haddad Dealerships in Pittsfield.  The Account Executive will be responsible for selling personal insurance products to customers purchasing vehicles at the dealership. This is a wonderful opportunity for an independent, detail oriented and customer focused sales professional looking to gain experience and to contribute to the success of this on-site insurance team.

Responsibilities include:

•    Acting as a liaison between Haddad Dealerships and MountainOne Insurance
•    Maintaining compliance of all related company policies, confidentiality, standardized procedures and regulations.
•    Quoting and placing  personal auto insurance policies and cross-selling homeowners, umbrella and other personal insurance products
•    Properly documenting all prospects and clients in the Agency Management System software (EPIC)
•    Assigning clients to Account Managers in the appropriate MountainOne Insurance location for ongoing service and retention
•    Working with Haddad Dealerships employees to increase quoting opportunities
•    Attending scheduled work shifts in coordination with peak car selling times
•    Logging hours into MountainOne’s payroll system.
•    Meeting or exceeding production goals.
•    Any other duties as assigned by management

•    Minimum high school diploma
•    Obtains and maintains MA Property & Casualty Insurance Broker’s License and any other license as required by residence state
•    Has solid understanding of insurance work methods and procedures
•    Ability to effectively communicate and present information to clients, company and agency staff
•    Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks
•    Commitment to the company’s culture and established service standards
•    Ability to deal with and show discretion in confidential matters
•    25% availability to travel outside of 25-mile radius.
•    Ability to sit, drive, bend, transfer between locations, answer the phone, and perform computer input