PERSONAL LINES CSR

Baycoast Bank • Swansea, MA

6d • Onsite

About The Position

If you’re the kind of person who answers the phone with confidence, enjoys solving problems on the fly, and can tell the difference between “this I can handle” and “this needs to be routed properly”, keep reading. BayCoast Insurance is looking for 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 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 If it’s fast-paced, time-sensitive, and keeps the agency running smoothly – this team owns it. You’ll work closely with Account Managers and Producers, allowing them to focus on complex servicing and sales while you keep things moving.

Requirements

• 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

Nice To Haves

• Prior insurance experience is a plus

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees