Risk Placement Manager I
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. Why You’ll Love This Role: Be the Expert: Manage new and remarket quoting activity, select competitive carriers, and ensure smooth policy servicing. Make an Impact: Support producers and account managers with strategic presentations and timely updates. Grow Your Career: Work with cutting-edge tools like Applied Epic, Salesforce, and Microsoft Teams while staying ahead in the insurance industry. Collaborate & Connect: 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
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
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
