Insurance Risk Placement Manager I - BCI
About The Position
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. This role offers the opportunity to manage new and remarket quoting activity, select competitive carriers, and ensure smooth policy servicing. You will support producers and account managers with strategic presentations and timely updates, and work with cutting-edge tools like Applied Epic, Salesforce, and Microsoft Teams while staying ahead in the insurance industry. You will also build strong relationships and identify opportunities to refer business across the BayCoast family.
Requirements
- 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.
Nice To Haves
- Bilingual: Spanish/Portuguese a plus but not 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.
- Perform additional duties as requested by management.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
