PERSONAL LINES CSR

BayCoast Insurance; Fall River (MA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Structured team environment

Consistent workflows

Hands-on training

Competitive compensation and benefits

Professional development opportunities

Supportive team culture

Job summary

BayCoast Insurance in Swansea, MA is seeking a Personal Lines Customer Service Representative to join our Quick Assistance Team—the frontline of our agency. You’ll be the first voice our clients hear when they call or visit, handling requests and routing to the right person.

You’ll work closely with Account Managers and Producers to keep service moving, manage binder requests, billing questions, changes, and other quick-turn tasks while delivering friendly, efficient support to our clients.

Qualifications

• Strong communication skills, especially on the phone.
• Ability to multitask and stay organized in a high-volume environment.
• Good judgement on when to resolve or elevate a call.
• Comfort using computer systems and learning new software.
• Prior insurance experience is a plus, but training may be provided.

Responsibilities

• Answer incoming calls and walk-ins to the agency.
• Identify why the customer is calling and route to the right person.
• Handle requests or transfer to appropriate team.
• Process binder requests, payments and billing questions, and changes.
• Document every call and transaction in the agency system.

Skills

Phone communication

Multitasking

Judgement

Computer systems

Insurance experience (preferred)

Job description

PERSONAL LINES CSR

Full Time Swansea, MA, US

BayCoast Insurance is looking for a Personal Lines Customer Service Representative to join our Quick Assistance Team – the frontline of our agency.

What This Role Actually Does

You’ll be the first voice our clients hear when they call in. Your job is to:

• Answer incoming calls and/or walk-ins to the agency
• Quickly identify why the customer is calling (or is at the office)
• Either handle the request or transfer the right person

What You’ll Be Handling Day-to-Day

• All incoming calls
• Binder requests
• Payment and billing questions
• Mortgagee changes
• Dealership phone calls and insurance verifications
• Cancellations for non-payment and reinstatements
• ID Cards, document requests, and other quick‑turn service items
• Accurate documentation of every call and transaction in our agency system

You’ll work closely with Account Managers and Producers, allowing them to focus on complex servicing and sales while you keep things moving.

What We’re Looking For

• Strong communication skills (especially on the phone)
• Ability to multitask and stay organized in a high‑volume environment
• Good judgement – knowing when to resolve a call and when to elevate
• Comfort using computer systems and learning new software
• Prior insurance experience is a plus, but we’re willing to train the right person.

What We Offer

• A structured, team‑oriented environment
• Consistent workflows and clear expectations
• Hands‑on training and ongoing support
• 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.