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BayCoast Bank · 4 weeks ago

Risk Placement Manager I

Wilbur Ave Insurance, Swansea, MA, US

Full-time

Hybrid

Mid Level

$61K/yr - $78K/yr

BayCoast Bank is a team committed to delivering exceptional service and innovative solutions to their community. The Risk Placement Manager I will manage quoting activity, support producers and account managers, and ensure smooth policy servicing while building strong relationships within the BayCoast family.

BankingFinanceFinancial ServicesVenture Capital

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

Qualification

Personal lines underwritingApplied EpicSalesforceComparative Rating SoftwareMicrosoft TeamsState insurance licenseMulti-tasking abilityCommunication skills