Brokerage Placement Analyst, Personal Lines

Bridge Specialty Group; United States; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Holidays

Partner discounts

Job summary

Bridge Specialty Group is seeking an Analyst, Brokerage Placement to join the Personal Lines Retention/Service Team on LocalEdge. The role involves evaluating renewal applications, assessing risk, and making underwriting decisions across home, auto, inland marine, umbrella, and other lines.

Responsibilities include client retention strategies, market knowledge expansion, and delivering exceptional service via email or phone while ensuring compliance and quality standards.

Qualifications

• Bachelor’s degree in Business, Finance, Insurance, or related field.
• Property & Casualty and Surplus Lines licenses required within 45 days of start date.
• Minimum 3 years of experience in personal lines underwriting or related role.
• Strong analytical and decision-making skills, excellent communication and interpersonal skills, and proficiency in insurance knowledge.
• Detail-oriented, customer-focused, proactive, and able to work independently and as part of a team.

Responsibilities

• Assess risk, determine coverage and pricing, and renewal underwriting actions for personal lines policies.
• Develop and implement strategies to retain existing clients and identify coverage gaps.
• Maintain knowledge of markets to maximize placement opportunities.
• Provide exceptional customer service via email or phone and resolve issues.
• Analyze client information and risk factors to make informed underwriting decisions.
• Ensure underwriting activities comply with Quality Control guidelines and company policies.
• Perform additional job functions as assigned.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Detail oriented

Customer focus

Education

Bachelor’s degree in Business, Finance, Insurance

Property & Casualty License

Surplus Lines License

Job description

Bridge Specialty Group is seeking an Analyst, Brokerage Placement to join the Personal Lines Retention/Service Team on LocalEdge. The role involves evaluating renewal applications, assessing risk, and making underwriting decisions across home, auto, inland marine, umbrella, and other lines.

Responsibilities include client retention strategies, market knowledge expansion, and delivering exceptional service via email or phone while ensuring compliance and quality standards.