Your Next Big Career Move Starts Here!
Position: Insurance Risk Placement Manager I
Location: Swansea, MA: BayCoast Insurance LLC
Bilingual: Spanish/Portuguese a plus but not required
At BayCoast Insurance, we’re more than an agency—we’re a team committed to delivering exceptional service and innovative solutions to our community. If you’re ready to lead, collaborate, and make an impact, this is your chance to join a company that values integrity, teamwork, and growth.
Why You’ll Love This Role:
- Be the Expert: Manage new and remarket quoting activity, select competitive carriers, and ensure smooth policy servicing.
- Make an Impact: Support producers and account managers with strategic presentations and timely updates.
- Grow Your Career: Work with cutting-edge tools like Applied Epic, Salesforce, and Microsoft Teams while staying ahead in the insurance industry.
- Collaborate & Connect: Build strong relationships and identify opportunities to refer business across the BayCoast family.
Major Responsibilities:
- Manage all new and remarket quoting activity, including processing quote requests and updating outcomes.
- Prepare and maintain accurate documentation, applications, and policy files.
- Handle policy servicing tasks such as issuing policies, endorsements, and monitoring downloads.
- Support producers and account managers with detailed presentations and timely communication.
- Maintain strong working relationships and identify cross-referral opportunities within BayCoast companies.
- Provide responsive client service and participate in agency programs and initiatives.
- Adhere to agency standards, policies, and procedures while producing high-quality work.
- Perform additional duties as requested by management.
Qualifications:
- Strong verbal and written communication skills.
- Thorough understanding of personal lines underwriting and coverages.
- Ability to manage multiple tasks accurately in a complex environment.
- Above-average computer proficiency; experience with Applied Epic, Comparative Rating Software, Microsoft Teams, Salesforce, and related tools.
- State insurance license required.
- Willingness to attend educational seminars; some travel may be required.
Perks & Benefits:
- Hybrid Work Flexibility
- Competitive compensation and benefits package
- Professional development opportunities and educational seminars
- A supportive team culture that values your ideas and contributions
Ready to make your mark?
Join a company that believes in taking pride in what we do, caring about people, and having a positive attitude every day.
👉 Apply Now and start your journey with BayCoast Insurance!
Skills Required
- Strong verbal and written communication skills
- Thorough understanding of personal lines underwriting and coverages
- Ability to manage multiple tasks accurately in a complex environment
- Above-average computer proficiency
- Experience with Applied Epic, Comparative Rating Software, Microsoft Teams, Salesforce, and related tools
- State insurance license
- Willingness to attend educational seminars
- Bilingual Spanish or Portuguese language skills
What We Do
BayCoast Bank is a community bank serving individuals and businesses across southeastern Massachusetts and Rhode Island. It provides personal and business banking, including deposit accounts, savings, loans, mortgage lending, and digital banking. Through its wider family of financial services, it also connects customers with investment, retirement, and insurance offerings. The bank emphasizes personalized service, local community involvement, and reinvestment in local businesses, organizations, and causes.
