BayCoast Bank · 8 hours ago
PERSONAL LINES CSR
BayCoast Bank is looking for a Personal Lines Customer Service Representative to join their Quick Assistance Team. In this role, you will be the first voice clients hear, handling incoming calls and requests to ensure smooth agency operations.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
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
All incoming calls
Binder requests
Payment and billing questions
Mortgagee changes
Dealership phone calls and insurance verifications
Late fee questions
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
Qualification
Required
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 escalate
Comfort using computer systems and learning new software
Preferred
Prior insurance experience is a plus
Bilingual: Spanish/Portuguese a plus
Benefits
Competitive compensation and benefits package
Professional development opportunities and educational seminars
A supportive team culture that values your ideas and contributions
Company
BayCoast Bank
BayCoast Bank is a bank that provides banking services, insurance, and investment services in Massachusetts and Rhode Island.
Funding
Current Stage
Growth StageLeadership Team
Recent News
Providence Business News
2025-11-14
Providence Business News
2025-07-16
2025-06-16
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