Associate Broker

Brown & Brown Insurance•Plano, TX

1d•Onsite

About The Position

Built on meritocracy, Bridge Specialty Group is seeking an Associate Broker to join their growing team in Plano, TX. This role involves reviewing insurance applications to evaluate, classify, and rate individuals and groups for insurance, as well as accepting or rejecting new and renewal applications for Property and Casualty types of coverage. The Associate Broker will also service and maintain accounts before, during, and after binding. The company emphasizes a unique culture that rewards self-starters and those committed to customer satisfaction. Bridge Specialty Group is a global insurance wholesaler with over 2,000+ teammates across 50+ locations in the US and Europe, comprising 25+ specialized brands and access to 200+ carriers, managing a $5 billion+ premium book. They are committed to fostering an inclusive environment, valuing diversity, and investing in professional growth through tools, resources, and mentorship.

Requirements

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

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