Personal Lines CSR
BayCoast Bank · Swansea, MA · 1 mo ago
OTHRFull-time
About the role
Located in Fall River, MA at BayCoast Insurance, LLC. This is an in‑office position (you may work from any branch location) and is full‑time, nonexempt.
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.
Ready to make your mark? Join a company that believes in taking pride in what we do, caring about people, and having a positive attitude every day.
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
- Manage fast‑paced, time‑sensitive tasks that keep the agency running smoothly
- Handle 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
- Accurately document every call and transaction in the agency system
- Work closely with Account Managers and Producers so they can focus on complex servicing and sales