Assistant Broker

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

Job summary

An established industry player is on the lookout for an Assistant Broker to join their dynamic team in Stockton, CA. This entry-level position offers a fantastic opportunity to dive into the insurance world, where you will assist brokers in evaluating insurance applications, classifying risks, and ensuring accurate policy issuance. You will also play a vital role in supporting the sales process and fostering relationships with carriers and brokers. With a focus on teamwork and growth, this role is perfect for someone eager to develop their career in a supportive and inclusive environment. If you have a passion for finance and insurance, this could be the ideal job for you!

Benefits

Health Benefits: Medical/Rx, Dental, Vision

Life Insurance

Disability Insurance

401k

Tuition Reimbursement

Paid Time Off

Holidays

Preferred Partner Discounts

Student Loan Assistance

Free Mental Health Services

Qualifications

• 1-3 years of experience in insurance support roles is preferred.
• P&C licensed is required for the position.

Responsibilities

• Assist Brokers by reviewing applications and evaluating risks for insurance.
• Prepare quotes and ensure timely issuance of policies.

Skills

Insurance Application Review

Risk Evaluation

MS Office Proficiency

Exceptional Telephone Demeanor

Insurance Support Experience

Education

High School Diploma or GED

Associate or Bachelor’s Degree (Preferred)

CIC or CPCU Designation (Preferred)

Tools

Agency Management Software

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 Stockton, 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 documents such as application forms, inspection reports, insurance maps, and medical reports to determine the degree of risk from factors such as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Work with Brokers to ensure that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, and state filings (where applicable) are made.
• 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, and 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 accuracy.
• Understand and extend Company facilities, brokering risks when required to successfully negotiate a placement.
• 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 ensure the forms, terms, and conditions on the policies are consistent with quotes and binders.
• Provide telephone assistance to Producers, answering basic questions or referring them to a Broker when necessary.

Licenses And Certifications:

• P&C licensed

Skills & Experience To Be Successful:

• Minimum Education required: HS diploma or 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 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:

• 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.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Insurance