Associate Broker

Bridge Specialty Group•Plano, TX

About The Position

Bridge Specialty Group is seeking an Associate Broker to join its team in Plano, Texas. The role reviews insurance applications to evaluate, classify, and rate individuals and groups for Property and Casualty coverage, and accepts or rejects new and renewal applications. The Associate Broker services and maintains accounts before, during, and after binding. The position also supports Account Executives with underwriting and brokering risks, account renewals, submission analysis, and policy processing.

Requirements

High school diploma or GED minimum education.
General Lines and Surplus Lines licenses and certifications.
Proficiency with the MS Office Suite.
Exceptional telephone demeanor.
Ability to maintain a high level of confidentiality.

Responsibilities

Handle renewal business by contacting agents, sending submissions to market, and seeking approval to bind coverage for insureds.
Assist Account Executives with underwriting or brokering risks; obtain required information, complete applications, confirm quotes and binders in writing, ensure prompt and accurate policy issuance, make applicable state filings, and pay taxes in accordance with state laws.
Assist Account Executives in reviewing, analyzing, and underwriting producer-submitted risks; rate submissions for premiums and terms, analyze exposures for new and renewal business quotes, and issue written indications, quotes, and binders.
Confirm coding of required forms and ensure templates are updated for policy and coverage processing.
Communicate with producers, company representatives, inspection companies, and finance companies to facilitate handling of submissions.
Review and arrange processing of renewal letters.
Order inspections and follow up on them.
Request loss runs for years written with the office.
Follow up on suspense items for applications and items subject to inspections, among others.
Process brokerage and contract endorsements.
Handle correspondence with companies and producers, involving the Account Executive supervisor as needed.
Process mail received by USPS, email, or fax.
Review insurance applications to evaluate, classify, and rate individuals and groups for Property and Casualty coverage, and accept or reject new and renewal applications.
Service and maintain accounts before, during, and after binding.