Associate Broker

Brown & Brown; Plano (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Support

PTO

Job summary

Bridge Specialty Group in Plano, TX is looking for an Associate Broker to join our growing team. You will review insurance applications to classify and rate individuals and groups for Property and Casualty coverage, and accept or reject new and renewal applications.

You will support Account Executives, assist with underwriting, quotes, binders, and ensure timely processing. This role emphasizes service, accuracy, and compliance with state laws, with strong MS Office skills and confidentiality.

Qualifications

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

Responsibilities

• Review insurance applications to evaluate, classify and rate individuals and groups for insurance.
• Accept or reject new and renewal applications for Property and Casualty coverage.
• Service and maintain accounts before, during and after binding.
• Handle renewal business communications, quotes and binders in writing.
• Assist Account Executives with underwriting, risk analysis, and submissions.
• Coordinate with producers, company reps, inspection and finance companies for timely submissions.

Skills

MS Office

Telephone Demeanor

Confidentiality

Education

High school diploma or GED

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 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

• 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".