Assistant Broker

Brown & Brown Insurance•Charlotte, NC

17h

About The Position

Built on meritocracy, Bridge Specialty Group's unique company culture rewards self-starters and those committed to customer satisfaction. Bridge Specialty Group is seeking an Assistant Broker to join their growing team. The primary job function of this position is to support the clerical, administrative process, and management of the Broker’s book of business for both renewals and new business. Travel is not required for this position as contact with customers and teammates is by phone and correspondence. This position does not drive for business. Bridge Specialty Group creates a seamless way to connect the varying needs of retail partners with the market clout and talents of their wholesale entities. They have more than 25 niche-focused brands specializing in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines. With over 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers, supporting a $7+ billion premium book. Their focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace, aligning risk with greater reach. The company emphasizes an inclusive environment, diversity, inclusion & belonging, and a 'One Team' culture, valuing collaboration and individual growth. They are a global insurance wholesaler with over 2,000+ teammates across 50+ locations throughout the United States and Europe, with 25+ specialized brands and access to 200+ carriers, managing a $5 billion+ premium book.

Requirements

High School Diploma or equivalent.
One (1) or more years of successful insurance experience or completion of a bachelor’s degree.

Nice To Haves

An active state insurance license (preferred).

Responsibilities

Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
Provides full assistance and support within the Department.
Provides day-to-day account management on accounts.
Compliance with Quality Control guidelines.
Order inspections and handle as needed.
See that coding on specific required forms are completed and utilized.
Process endorsements.
Foster and improve relationships with other departments, producers, and companies.
Performs other duties as assigned.