Personal Lines Brokerage Analyst
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. LocalEdge a company of Bridge Specialty Group is seeking a Personal Lines Brokerage Analyst to join our growing team! This opening will be filled as a remote/Work-from-Home (WFH) position with regular work hours between 8:00am – 5:30pm Eastern, regardless of geographic location. Primary functions of the Personal Lines Brokerage Analyst will include evaluating and processing insurance renewal applications by assessing risk, determining appropriate underwriting actions, ensuring compliance with quality standards, collaborating with brokers, and continuously seeking opportunities for process improvement and market optimization.
Requirements
- Bachelor’s degree in Business, Finance, Insurance, or a related field. Related industry experience may be considered in lieu of degree.
- Minimum of 3 years of experience in personal lines underwriting or a related role within the insurance industry.
- Strong analytical and decision-making skills, excellent communication (including exceptional telephone demeanor) and interpersonal skills, and proficiency in insurance knowledge.
- Detail-oriented, customer-focused, proactive, and able to work independently and as part of a team.
- Property & Casualty License and Surplus Lines License in resident state are required within 45 days of start date.
Nice To Haves
- Relevant insurance certifications (e.g., CPCU, AINS) and/or prior Surplus Lines Industry experience are a plus.
Responsibilities
- Assess risk, determine appropriate coverage and pricing, and determine renewal underwriting actions for personal lines insurance policies across multiple lines of business including home, auto, inland marine, umbrella, & other lines.
- Develop and implement strategies to retain existing clients, including conducting policy reviews, identifying coverage gaps, and offering tailored solutions.
- Maintains knowledge of all markets available to maximize opportunities to negotiate placements.
- Provide exceptional customer service by addressing client inquiries via email or phone, resolving issues, and ensuring positive client experience.
- Analyze client information and assess risk factors to make informed underwriting decisions (including accepting or declining risks based on own analysis of options).
- Ensure all underwriting activities comply with Quality Control guidelines, company policies, industry regulations, and legal requirements.
- Perform additional job functions/responsibilities as assigned.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
