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MountainOne Financial
93 Main Street


Company Description:
MountainOne is a mutual holding company headquartered in North Adams, MA. Banking, Insurance, and Investment products are offered at full service offices in the Berkshires (Pittsfield, North Adams, Williamstown), Boston South (Quincy, Rockland, Scituate), and Boston North (Danvers). 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.

Founded in 1848, MountainOne Bank 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).

Professional Development is one of MountainOne’s core commitments. We offer competitive compensation, opportunities for career growth, and access to meaningful benefits. If you’d like to be part of a dynamic and growing organization, we encourage you to apply.

Job Title:
Branch Manager-MountainOne Insurance
Salary Range:Location:
Job Type:Category:
Full TimeInsurance
Education Level:Work Experience:
Some High School Coursework
Job Summary

The Branch Manager in this auto dealership based MountainOne Insurance office will supervise a group of sales executives and lead our sales team efforts in several locations. This is a unique opportunity to sell Personal Insurance products to customers originated at Haddad Dealerships of the Berkshires and manage a team of sales executives.
•Act as a liaison between Haddad Dealerships and MountainOne Insurance
•Maintain compliance of all related company policies, confidentiality, standardized procedures and regulations.
•Fill the role as primary salesperson for the Haddad / MountainOne partnership
•Quote and place personal auto insurance policies and cross-sell homeowners, umbrella and other personal insurance products
•Properly document all prospects and clients in the Agency Management System software (AMS360)
•Assign clients to Account Managers in the appropriate MountainOne Insurance location for ongoing retention
•Work with Haddad Dealerships employees to increase quoting opportunities
•Schedule staff hours in coordination with peak car selling times
•Approve Branch Staff time-off requests and approve branch staff time in payroll system.
•Provide reports and weekly updates to Haddad and MountainOne management
•Provide annual employee reviews for dealership insurance staff
•Locate areas of improvement and propose corrective action to the President.
•As Branch Manager, use authority to remedy customer or staff issues and complaints.
•Any other duties as assigned by management
•High School Diploma.
•Obtain and maintain MA Property & Casualty Insurance Broker’s License and any other license as required by residence state.
•Understanding of insurance work methods and procedures.
•Ability to verbally effectively present information to clients, company and agency staff.
•Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.

Boxcar Media, LLC  • North Adams, MA 01247 •  Tel: 413.663.3384 • Fax: 413.664.4251 • Email: info@berkshirejobs.com