Assistant Broker

Bridge Specialty Group; Irvine (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance industry is seeking an Assistant Broker to support brokers in evaluating insurance applications and managing risk. This entry-level position involves reviewing documents, preparing quotes, and ensuring compliance with policies. The ideal candidate will have a high school diploma and proficiency in MS Office, with opportunities for growth in a diverse and inclusive environment.

Benefits

Health, dental, vision, life, and disability insurance

Financial benefits like ESPP, 401k, student loan assistance, tuition reimbursement

Mental health and wellness services

Paid time off, holidays, discounts, and more

Qualifications

• 1-3 months related experience or training.
• 1-3 years of experience in a similar role.

Responsibilities

• Reviewing insurance applications and inspections to evaluate risk factors.
• Preparing quotes, binders, and SLA filings as directed.
• Developing relationships with carriers and brokerages.

Skills

Proficient in MS Office

Education

High school diploma or GED

Associate or bachelor’s degree in business or financial discipline

Job description

Join to apply for the Assistant Broker role at Bridge Specialty Group.

We are seeking an Assistant Broker to join our growing team in Irvine, CA.

Assists Brokers by reviewing insurance applications, inspections, and other relevant information to evaluate, classify, and rate individuals and groups for insurance. Responsibilities include:

1. Examining documents such as application forms, inspection reports, insurance maps, and medical reports to assess risk factors.
2. Working with Brokers to ensure all required information is obtained, applications are completed correctly, quotes and binders are confirmed in writing, policies are issued promptly, and legal filings and taxes are handled appropriately.
3. Preparing quotes, binders, and SLA filings as directed.
4. Providing support for sales and production processes within the department.
5. Reviewing risk submissions, rating for premiums and terms, and issuing binders.
6. Developing and maintaining relationships with carriers and brokerages to place risks and grow the book of business.
7. Reviewing documents for completeness and accuracy.
8. Understanding and utilizing company facilities to negotiate placements and improve activity and results.
9. Familiarity with agency management software and suggesting efficiencies.
10. Issuance or re-issuance of Certificates of Insurance.
11. Ensuring policy forms, terms, and conditions align with quotes and binders.
12. Providing telephone assistance to answer basic producer questions or referring them to the Broker for complex issues.

Licenses and Certifications:

• P&C licensed

Skills & Experience:

• High school diploma or GED; 1-3 months related experience or training; or an equivalent combination.
• Proficient in MS Office.
• 1-3 years of experience in a similar role.
• Associate or bachelor’s degree in business or financial discipline preferred.
• Pursuing CIC or CPCU designation preferred.

Pay Range: $22.00 - $30.00 hourly.

The pay range reflects experience, geography, and other factors.

Benefits include:

• Health, dental, vision, life, and disability insurance.
• Financial benefits like ESPP, 401k, student loan assistance, tuition reimbursement.
• Mental health and wellness services.
• Paid time off, holidays, discounts, and more.

We are committed to diversity and inclusion, fostering an environment where everyone can be themselves.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Insurance