Commercial Insurance Service Specialist – Brokerage Placement

Brown & Brown, Inc.; Oregon; Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health benefits

401k plan

Student loan assistance

Tuition reimbursement

Mental health resources

Paid time off

Job summary

Bridge Specialty Group is seeking a Service Representative, Brokerage Placement - Commercial Lines to support policy service, COI requests, and underwriting tasks for our brokerage operations at LocalEdge. You will collaborate with agents and partners, manage priorities to meet service levels, and contribute to business growth through strong customer service and process improvements.

The role emphasizes assessing risk, supporting underwriters, and ensuring compliance with company policies and

Qualifications

• Undergraduate studies in business administration or related field; degree preferred.
• One year of related insurance experience preferred; undergraduate degree may substitute.
• P&C License and Surplus Lines/L&H license required within 45 days.

Responsibilities

• Perform policy service activities primarily by phone and electronically within established time and service standards (policy status requests, COI, renewals).
• Assist underwriters with agency support activities and aim to complete transactions in first-time-final mode.
• Make decisions to accept, modify, or decline business of lower complexity per policies and guidelines; determine risk classifications and endorsements.
• Research information from multiple sources to support underwriting analysis and capture data as needed.
• Review risks for acceptability based on multiple carriers’ underwriting guidelines and regulations.
• Consult with agents and partners regarding customer service activities and share information to complete tasks.
• Plan completion of assignments to meet timelines and SLAs.
• Provide service to agencies, establish rapport with customers, route calls to appropriate colleagues, assist brokerage specialists as needed.
• Maintain relationships and contribute to growing a profitable book of business.

Skills

Insurance experience

Business administration background

Education

Bachelor’s degree (preferred)

Job description

Bridge Specialty Group is seeking a Service Representative, Brokerage Placement - Commercial Lines to support policy service, COI requests, and underwriting tasks for our brokerage operations at LocalEdge. You will collaborate with agents and partners, manage priorities to meet service levels, and contribute to business growth through strong customer service and process improvements.

The role emphasizes assessing risk, supporting underwriters, and ensuring compliance with company policies and