Assistant Broker

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

Job summary

An established industry player is seeking an Assistant Broker to join their dynamic team in Irvine, CA. This role involves supporting Brokers by reviewing insurance applications, assessing risks, and ensuring accurate policy issuance. The ideal candidate will thrive in a collaborative environment, assisting in the development of carrier relationships and enhancing the sales process. With a strong focus on meritocracy and individual growth, this company offers a unique culture that rewards initiative and dedication. If you are detail-oriented and passionate about the insurance industry, this opportunity is perfect for you.

Benefits

Medical/Rx Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k

Tuition Reimbursement

Paid Time Off

Holidays

Preferred Partner Discounts

Qualifications

• Minimum of a high school diploma or GED required.
• 1-3 years experience in insurance support preferred.

Responsibilities

• Assist Brokers in reviewing insurance applications and determining risk.
• Prepare quotes and ensure policies are issued promptly and accurately.

Skills

Insurance Application Review

Risk Assessment

MS Office Proficiency

Communication Skills

Customer Service

Education

High School Diploma or GED

Associate or Bachelor's Degree in Business or Finance

CIC or CPCU Designation (preferred)

Tools

Agency Management Software

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.

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

Assists the Brokers by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance by performing the following duties.

How You Will Contribute

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Work with Brokers ensuring that all required information is obtained, proper applications are completed, quotes and 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.
• Prepare quotes, binders and SLA filings as needed or directed by the Broker.
• Provide full assistance and support for the sales and production process in the department.
• Work with Brokers when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.
• Assist Broker with developing and cultivating carrier and brokerage relationships to place specific risks and grow a book of business.
• Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy.
• Understand and extend Company facilities, brokering risks when required to successfully negotiate a placement; assist broker to improve quote to bind activity & production results.
• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to the Department Leader.
• Issuance and/or re-issuance of Certificates of Insurance.
• Work with the Brokers to be sure the forms, terms & conditions on the policies are consistent with quotes & binders.
• Telephone assistance. This duty involves the ability to answer basic questions a Producer may have. If the question is too involved, refer the Producer to Broker, who can help.

Licenses and Certifications:

• P&C licensed

Skills & Experience to Be Successful

• Minimum Education required; 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.
• 1-3 years’ experience in a similar insurance support position.
• Associate or bachelor’s degree in a business or financial related discipline (preferred).
• Pursuing a CIC or CPCU designation, or similar insurance coursework (preferred).

Pay Range

$22.00 - $30.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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”.

About Us

At Bridge Specialty Group, our unwavering commitment to unity, diversity, and individual growth sets the stage for a workplace like no other. We believe in the power of One Team, where collaboration fuels unlimited possibilities.

As One Team, we are anchored in the ‘Power of Be’, a core set of behaviors, skills, and characteristics we value most. It is part of our cultural DNA, influencing how we get stuff done every day and how we accomplish our goals, creating a link between what we do and how we do it.

We are more than a global insurance wholesaler; we are a collective force of over 2,000+ teammates across 50+ locations throughout the United States and Europe. With 25+ specialized brands and access to 200+ carriers, we seamlessly connect the diverse needs of our retail partners in property, casualty, environmental, professional, workers' compensation, and personal lines. Together, we build trust, exceeding expectations. Our $5 billion+ premium book is a testament to our collaborative partnerships.

Here, your uniqueness is celebrated, you are rewarded for your contributions, and we invest in your professional growth, offering tools, resources, and mentorship to support your career goals. You will be proud to be a part of a team that defines excellence and pushes the boundaries of what is possible. 'One Team, Unlimited Possibilities' is not just a slogan – it's the core of who we are.

And the exciting part? We're always on the lookout for talented teammates like yourself. If you don't see an opening today, click on Introduce Yourself at the top of the page. Share your aspirations and attach your resume. We look forward to getting to know you!