Technical Assistant
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 Technical Assistant to join our growing team in New Hyde Park, NY! The Technical Assistant reviews insurance applications to evaluate classify and rate individuals and groups for insurance and accept or rejects new and renewal applications for Property and Casualty types of coverage. Service and maintain accounts before, during and after binding. How You Will Contribute: Assists the Account Executive when underwriting or brokering risks, insuring 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 are completed and utilized. Insure the templates are updated for processing of policies/coverage. Communicate with producers, Company representatives, inspection companies, and finance companies to insure expeditious handling of all submission. 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, and etc. Process accordingly all brokerage and contract endorsements. Handle correspondence with company / producers with Account Executive supervisor as needed Process mail received by USPS, Email, or fax. Perform other duties as assigned by members of management or deemed necessary to completed above duties.
Requirements
- License General Lines
- Minimum education high school or GED
- 1 – 3 years’ experience in a similar position minimum
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
Responsibilities
- Assists the Account Executive when underwriting or brokering risks, insuring 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 are completed and utilized.
- Insure the templates are updated for processing of policies/coverage.
- Communicate with producers, Company representatives, inspection companies, and finance companies to insure expeditious handling of all submission.
- 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, and etc.
- Process accordingly all brokerage and contract endorsements.
- Handle correspondence with company / producers with Account Executive supervisor as needed
- Process mail received by USPS, Email, or fax.
- Perform other duties as assigned by members of management or deemed necessary to completed above duties.
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
Entry Level
Education Level
High school or GED
