Associate Broker, Small Business Unit — Growth & Retention

Bridge Specialty Group; Wisconsin; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health support

PTO & holidays

Job summary

Bridge Specialty Group in Madison, Wisconsin is seeking an Associate Broker for the Small Business Unit to support client retention, growth, and service excellence. You will collaborate with nationwide agents to manage policies, renewals, and new business opportunities while maintaining strong client relationships.

The role emphasizes technical knowledge in environmental insurance, use of management systems, and a commitment to high-quality service.

Qualifications

• High School Diploma or equivalent is required.
• Two or more years of commercial property & casualty insurance experience.
• Experience with EPIC, Salesforce, or equivalent management systems.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Adobe.
• Strong customer service and relationship management skills.

Responsibilities

• Work with insurance agents nationwide to retain clients and deliver exceptional service, including explaining policy coverage, advantages, and disadvantages.
• Provide prompt, accurate, and professional customer service, addressing inquiries regarding coverage, policy changes, claims support, and billing clarifications.
• Support and lead the service team to meet yearly and monthly production goals.
• Maintain accurate records of all activities in the management database system.
• Establish payment arrangements and assist with premium collection per agency guidelines.
• Review policies and quotes for accuracy before sending them to insurance agents.
• Manage retention of existing and new businesses using spreadsheets, company databases, and various communication tools.
• Provide backup support for other teammates, including data entry, marketing, and quality control.
• Be available remotely during non-scheduled hours to ensure client retention, including answering urgent emails and forwarding business calls.
• Maintains compliance with Quality Control guidelines.

Skills

Customer service

Relationship management

Education

High School Diploma or equivalent

Active state insurance license

Tools

EPIC

Salesforce

Microsoft Office Suite

Adobe

Job description

Bridge Specialty Group in Madison, Wisconsin is seeking an Associate Broker for the Small Business Unit to support client retention, growth, and service excellence. You will collaborate with nationwide agents to manage policies, renewals, and new business opportunities while maintaining strong client relationships.

The role emphasizes technical knowledge in environmental insurance, use of management systems, and a commitment to high-quality service.