Associate Broker

Bridge Specialty Group • Plano, TX

17h

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Associate Broker to join our growing team! As an Associate Broker, you will review insurance applications to evaluate classify and rate individuals and groups for insurance and accepts or rejects new and renewal applications for Property and Casualty types of coverage. This role services and maintains accounts before, during and after binding.

Requirements

• High school diploma or general education degree (GED)
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• General Lines and Surplus Lines Licenses and Certifications

Responsibilities

• Handles renewal business – contacts agent, sends to market and seeks approval to bind coverage for the insured
• Assists the Account Executive when underwriting or brokering risks, ensuring that all required information is obtained, proper applications are completed, quotes & 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.
• Assists the Account Executives when reviewing, analyzing and underwriting risk submitted by producers, rate submissions for premium and terms analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders.
• Confirm that the coding of specific required forms is completed and utilized.
• Ensure the templates are updated for processing policies/coverage.
• Communicate with producers, Company representatives, inspection companies, and finance companies to ensure expeditious handling of all submissions.
• Review and have letters for renewals processed.
• Order and follow up for inspections.
• Request Loss Runs for years written with office.
• Follow up for suspense items on applications, subject to; inspections, etc.
• Process accordingly to all brokerage and contract endorsements.
• Handle correspondence with company / producers with Account Executive supervisor as needed.
• Process mail received by USPS, Email, or fax.

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

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