Commercial Lines Account Specialist

Bridge Specialty Group; Madison (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Bridge Specialty Group in Madison, WI seeks a Commercial Lines Account Specialist to join our growing team. You will support the production team and perform hands-on work with each account to ensure accuracy, efficiency, and superior client service, while presenting a professional image.

Build client relationships through phone, email, and in-person meetings; explain policy terms and options; coordinate with internal departments to ensure timely service; and maintain complete client data in the

Qualifications

• At least 2 years of experience in Insurance account management.
• Proficiency in MS Word, Excel, Outlook and Adobe Acrobat.
• Able to adapt to new computer systems and processes.
• Strong written and verbal communication skills.

Responsibilities

• Supports Account Managers, Producers, and staff to uphold client expectations.
• Processes changes and documents in Applied Epic.
• Builds client relationships via phone, email, and in-person meetings.
• Explains coverage terms and program options to clients.
• Coordinates with internal departments to ensure timely service.
• Manages workload and prioritizes client service requests.
• Maintains data integrity and timeliness for activities and metrics.
• Keeps client data updated in agency management systems.
• Follows servicing workflows with clear documentation and follow-up actions.
• Develops strong working relationships with producers, managers, carriers, and other teams.

Skills

Insurance account management

Microsoft Office

Adobe Acrobat

Written and verbal communication

Tools

Microsoft Office

Adobe Acrobat

Job description

Bridge Specialty Group is seeking a Commercial Lines Account Specialist to join our growing team in Madison, WI!

The Commercial Lines Account Specialist is an integral position in the production and service team. In this role, you will provide support for your production team and perform hands‑on work with each account to ensure your team’s success. Your organization, tasks, and personal presentation have a direct impact on your team’s performance. Your team will count on you for accuracy, efficiency, and composure.

How You Will Contribute:

• Supports Account Managers, Producers, and other internal employees to ensure ARMR client expectations and standards are upheld.
• Processes changes, as needed, checking for consistency and documenting in ARMR’s management system (Applied Epic).
• Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings.
• Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed.
• Works with internal departments to ensure cohesiveness and timeliness of service execution.
• Manages time effectively to prioritize workload, client service requests, and service parameters on business processes.
• Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals.
• Maintains accurate and complete client data in agency management systems including policy detail, activities, attachments, and agent/broker detail.
• Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested.
• Develops successful and effective working relationships with Producers, Account Managers, other ARMR customer service pool team members, managers, carriers, and members of other departments.

Skills & Experience to Be Successful:

• 2+ years Insurance account management experience.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat.
• Adaptable to new computer functions and processes.
• Professional in both written and verbal communication.