Associate Broker - Small Business Unit (SBU)

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

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 – Small Business Unit (SBU) to join our growing team in Madison, Wisconsin!

The Associate Broker - SBU is responsible for supporting the retention and growth of the company’s Small Business Unit (SBU). This role works closely with insurance agents nationwide to deliver exceptional customer service, maintain strong client relationships, and provide technical expertise in environmental insurance. The Associate Broker serves as a key liaison between carriers, clients, agents, and other business partners to facilitate new business opportunities, renewals, and ongoing account service. This role does not typically require the use of a personal or rental vehicle for business purposes.

How You Will Contribute:

• Work with insurance agents nationally 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.

Licenses and Certifications:

• An active state insurance license.

Skills & Experience to Be Successful:

• High School Diploma or equivalent.
• Two (2) or more years of successful commercial property & casualty insurance experience.
• Experience with EPIC, Salesforce, or equivalent management systems.
• Highly proficient in Microsoft Office Suite (Word, Excel, Outlook) and Adobe.
• Strong customer service and relationship management skills.

Preferred

• Insurance designations (e.g., CPCU, ARM, CIC).
• Associate’s or Bachelor’s degree in Business, Finance, or a related discipline.
• Experience in environmental insurance or wholesale brokerage.

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.