Property Casualty Client Account Manager

Bridge Specialty Group • Missoula, MT

3d

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 a Property Casualty Client Account Manager to join our growing team in Missoula, MT! This role include managing the internal 59-day list and assisting Underwriting and Accounting teams in processing 59-day notices, as well as overseeing surplus lines tax filing queries. Additionally, process audit tax filings, carrier reconciliation, renewal solicit management, and reconciling binding subjectivities and requirements.

Requirements

• P&C State Licensed
• HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience
• Proficient with MS Office
• Exceptional telephone demeanor
• 1-3 years’ experience in a similar administrative support position

Nice To Haves

• Associate or bachelor’s degree in a business or financial related discipline (Preferred)

Responsibilities

• Manage internal 59-day list
• Assist Underwriting and Accounting teams in processing 59-day notices
• Management of surplus lines tax filing queries
• Process Audit tax filings within management system
• Carrier reconciliation: Processing system corrections (commission, market provider, etc.), direct bill invoicing, processing of AOR/BOR requests
• Renewal solicit management
• Reconcile binding subjectivities and requirements

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: Mid Level
• Education Level: High school or GED