Assistant Broker

Bridge Specialty Group • Oakbrook Terrace, IL

2d

About The Position

Bridge Specialty Group is seeking an Assistant Broker in Oakbrook Terrace, Illinois. The position supports the clerical and administrative processes and management of a Broker’s book of business for renewals and new business. Customer and teammate contact is by phone and correspondence; business travel and driving are not required.

The Assistant Broker examines application forms, inspection reports, insurance maps, and medical reports to assess risk. In coordination with the Broker, the role ensures required information is obtained, applications are completed, quotes and binders are confirmed in writing, policies are issued accurately and promptly, applicable state filings are made, and taxes are paid according to state laws. The role also provides departmental support and day-to-day account management, follows quality control guidelines, orders and handles inspections as needed, completes required form coding, processes endorsements, and fosters relationships with other departments, producers, and companies.

Requirements

• High school diploma or equivalent.
• At least one year of successful insurance experience or completion of a bachelor's degree.

Nice To Haves

• An active state insurance license, to be obtained within 90 days.

Responsibilities

• Examine applications, inspection reports, insurance maps, and medical reports to assess risk.
• Work with the Broker to obtain required information and complete applications.
• Confirm quotes and binders in writing and ensure policies are issued promptly and accurately.
• Make applicable state filings and pay taxes in accordance with state laws.
• Provide assistance and support within the department.
• Provide day-to-day account management on accounts.
• Comply with Quality Control guidelines.
• Order inspections and handle them as needed.
• Ensure coding on required forms is completed and utilized.
• Process endorsements.
• Foster and improve relationships with other departments, producers, and companies.

Benefits

• Medical/Rx, dental, vision, life, and disability insurance.
• Employee stock purchase plan (ESPP).
• 401(k).
• Student loan assistance.
• Tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED