Associate Broker

001 Brown & Brown, Inc; Plano (TX); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Bridge Specialty Group in Plano, TX is seeking an Associate Broker to help review insurance applications, classify and rate individuals and groups for Property and Casualty coverage, and manage renewals and new submissions.

You will support Account Executives, assist in underwriting, ensure accurate forms, quotes, and endorsements, and coordinate with producers and carriers to expedite processing and service for clients.

Qualificações

• High school diploma or GED required.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.

Responsabilidades

• Review insurance applications to evaluate classify and rate individuals and groups for insurance and accepts or rejects new and renewal applications for Property and Casualty types of coverage.
• Assist Account Executive when underwriting or brokering risks, ensuring information is obtained, proper applications completed, quotes & binders confirmed in writing, policies issued promptly and accurately, state filings made and taxes paid in accordance with laws.
• Assist Account Executives when reviewing, analyzing and underwriting risk; 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 is completed and utilized.
• Ensure templates are updated for processing of policies/coverage.
• Communicate with producers, Company representatives, inspection companies, and finance companies to insure expeditious handling of all submissions.
• 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; inspections, etc.
• Process brokerage and contract endorsements.
• Handle correspondence with company / producers with Account Executive supervisor as needed.
• Process mail received by USPS, Email, or fax.

Conhecimentos

Telephone demeanor

Confidentiality

Formação académica

High school diploma or GED

Ferramentas

MS Office Suite

Descrição da oferta de emprego

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 Associate Broker to join our growing team in Plano, TX! As an Associate Broker, you will review insurance applications to evaluate classify and rate individuals and groups for insurance and accepts or rejects new and renewal applications for Property and Casualty types of coverage. This role services and maintains accounts before, during and after binding.

How You Will Contribute:

• Handles renewal business – contacts agent, sends to market and seeks approval to bind coverage for the insured.
• Assists the Account Executive when underwriting or brokering risks, ensuring 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.
• Ensure 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.

Licenses and Certifications:

License General Lines and Surplus Lines.

Skills & Experience to Be Successful:

• Minimum education high school or GED.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.

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

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”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.