Associate Broker

Brown & Brown Insurance • Plano, TX

3d

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. It also services and maintains accounts before, during, and after binding. The Associate Broker supports Account Executives in underwriting and brokering risks, coordinating submissions, quotes, binders, policy issuance, filings, taxes, endorsements, inspections, and related account communications.

Requirements

• High school diploma or GED.
• General Lines and Surplus Lines licenses.
• Proficiency with 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 and brokering risks, obtaining required information, completing applications, confirming quotes and binders in writing, ensuring prompt and accurate policy issuance, and coordinating applicable state filings and taxes.
• Assist Account Executives in reviewing, analyzing, and underwriting producer-submitted risks; rate submissions for premiums and terms; analyze exposures for new and renewal business; 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 expedite submissions.
• Review and arrange processing of renewal letters.
• Order and follow up on inspections.
• Request loss runs for years written with the office.
• Follow up on suspense items for applications and subject-to requirements, including inspections.
• Process brokerage and contract endorsements.
• Handle correspondence with companies and producers, with 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, and accept or reject new and renewal Property and Casualty applications.
• Service and maintain accounts before, during, and after binding.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Employee stock purchase plan (ESPP)
• 401(k)
• Student loan assistance
• Tuition reimbursement
• Free mental health and enhanced advocacy services
• Paid time off
• Paid holidays
• Preferred partner discounts

What This Job Offers

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