Insurance Risk Placement Manager I - BCI

BayCoast Bank; Swansea (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid Work Flexibility

Competitive compensation and benefits

Professional development opportunities

Supportive team culture

Job summary

BayCoast Insurance LLC is seeking an Insurance Risk Placement Manager I to lead quoting activities, select competitive carriers, and ensure efficient policy servicing. You will support producers with strategic presentations and timely updates while using Applied Epic, Salesforce, and Microsoft Teams to stay ahead in the insurance industry.

You will collaborate across BayCoast companies, build relationships, and identify cross-referral opportunities, contributing to growth and excellent client

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.
• State insurance license required.

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.

Skills

Verbal & written communication

Team collaboration

Client service

Multitasking

Education

State insurance license

Tools

Applied Epic

Comparative Rating Software

Microsoft Teams

Salesforce

Job description

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.