Assistant Broker

Bridge Specialty Group; Boynton Beach (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health support

Paid time off

Holidays

Discounts

Job summary

Bridge Specialty Group in Boynton Beach, FL seeks an Assistant Broker to join our growing team. The role supports the brokerage team in evaluating insurance applications, gathering documentation, and assessing risk to determine coverage terms and premiums.

Responsibilities include marketing submissions, negotiating terms, and servicing existing accounts while meeting licensing requirements and building carrier relationships. Licensing is required (2-20 or 4-40).

Qualifications

• Two to three years of commercial lines insurance experience.
• Supportive of the Sales & Production process.
• Proficiency in Word & Excel.
• Attention to Detail.
• Effectively prioritize Job Duties in a deadline driven environment.
• Self-Motivated with ability to thrive in a production focused Team Environment.
• Goal Oriented.
• Committed to excellent customer service.
• Insurance Carrier rating experience (Preferred).

Responsibilities

• Marketing of new and renewal policy submissions which may include underwriting and rating with alternate carrier channels.
• Negotiate terms and conditions which may include pricing, coverages, deductibles and exclusions.
• Solicit and market additional lines of coverage.
• Review insurance applications and quotes for accuracy/completeness.
• Provide service for existing accounts, surplus lines compliance, and/or obtaining necessary account information for underwriting purposes.
• Service client files as account manager for submission files, policy and endorsement issuance, invoicing policy delivery, and verify audits are completed.
• Follow established quality control guidelines.
• Meet licensing requirements.
• Communicate while building key relationships with retail agents and carriers while supporting the Team Leader.

Skills

Commercial lines experience

Customer service

Attention to detail

Self-motivated

Goal oriented

Time management

Team oriented

Relationship building

Education

Active state insurance license (2-20 or 4-40)

Tools

Microsoft Word

Microsoft Excel

Job description

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 an Assistant Broker to join our growing team in Boynton Beach, FL!

The Assistant Broker plays a crucial role in supporting the brokerage team by assisting in the evaluation and assessment of insurance applications. This position involves reviewing and processing various insurance proposals, gathering necessary documentation, and helping assess risk factors to determine appropriate coverage terms and premiums.

How You Will Contribute

• Marketing of new and renewal policy submissions which may include underwriting and rating with alternate carrier channels.
• Negotiate terms and conditions which may include pricing, coverages, deductibles and exclusions.
• Solicit and market additional lines of coverage.
• Review insurance applications and quotes for accuracy/completeness.
• Provide service for existing accounts, surplus lines compliance, and/or obtaining necessary account information for underwriting purposes.
• Service client files as account manager for: submission files, policy and endorsement issuance, invoicing policy delivery, and verify audits are completed.
• Follow established quality control guidelines.
• Meet licensing requirements.
• Communicate while building key relationships with retail agents and carriers while supporting the Team Leader.

Licenses and Certifications

• Holds an active state insurance license, 2-20 or 4-40 license.

Skills & Experience to Be Successful

• Two to Three Years of Commercial Lines Insurance experience.
• Supportive of the Sales & Production process.
• Proficiency in Word & Excel.
• Attention to Detail.
• Effectively prioritize Job Duties in a deadline driven environment.
• Self-Motivated with ability to thrive in a production focused Team Environment.
• Goal Oriented.
• Committed to excellent customer service.
• Insurance Carrier rating experience. (Preferred)

About Us

Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines.

With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.

Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach.

Teammate Benefits & Total Well-Being

• 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.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.