Analyst, Brokerage Placement

Brown & Brown Insurance

5d•$45,000 - $55,000

About The Position

Bridge Specialty Group is seeking an Analyst, Brokerage Placement to join the Personal Lines Retention/Service Team within LocalEdge. The team acts as a Managing General Agent (MGA) for multiple carriers, with underwriting and binding authority. The analyst evaluates and processes insurance renewal applications by assessing risk, determining appropriate underwriting actions, ensuring compliance with quality standards, collaborating with brokers, and pursuing process improvement and market optimization opportunities. The role assesses risk, determines coverage and pricing, and makes renewal underwriting decisions for personal lines including home, auto, inland marine, and umbrella. It also focuses on retaining existing clients through policy reviews, identifying coverage gaps, and offering tailored solutions; maintaining knowledge of available markets to maximize placement opportunities; and providing customer service by responding to inquiries and resolving issues.

Requirements

Bachelor’s degree in Business, Finance, Insurance, or a related field; related industry experience may be considered in lieu of a degree.
Property & Casualty License and Surplus Lines License in the resident state required within 45 days of the start date.
At least 3 years of experience in personal lines underwriting or a related role within the insurance industry.
Strong analytical and decision-making skills.
Excellent communication skills, including exceptional telephone demeanor, and strong interpersonal skills.
Proficiency in insurance knowledge.
Detail-oriented, customer-focused, and proactive.
Able to work independently and as part of a team.

Nice To Haves

Relevant insurance certifications, such as CPCU or AINS.
Prior Surplus Lines industry experience.

Responsibilities

Assess risk, determine appropriate coverage and pricing, and determine renewal underwriting actions for personal lines policies across home, auto, inland marine, umbrella, and other lines.
Develop and implement client-retention strategies, including conducting policy reviews, identifying coverage gaps, and offering tailored solutions.
Maintain knowledge of available markets to maximize opportunities to negotiate placements.
Address client inquiries by email or phone, resolve issues, and provide a positive client experience.
Analyze client information and risk factors to make informed underwriting decisions, including accepting or declining risks based on analysis of available options.
Ensure underwriting activities comply with Quality Control guidelines, company policies, industry regulations, and legal requirements.
Perform additional job functions and responsibilities as assigned.