Commercial Lines CSR — Client & Policy Support

Bridge Specialty Group

Atlanta (GA)

On-site

USD 36,000 - 48,000

Full time

2 days ago
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Benefits offered by this job

Health Benefits
Dental
Vision
Life Insurance
Disability Insurance
401k
Student Loan Assistance
Tuition Reimbursement
Paid Time Off

Job summary

Bridge Specialty Group seeks a Customer Service Representative in Atlanta, GA to support clerical and administrative tasks for the broker’s book of business, including renewals and new business.

The role emphasizes developing knowledge of Commercial Lines procedures, handling client requests, and assisting in analyzing exposures and account summaries. An active state license within 90 days is required.

Qualifications

  • Active state insurance license within 90 days.
  • 1+ years of successful insurance experience (preferred).
  • Basic knowledge of Commercial Lines procedures and insurance processes.

Responsibilities

  • Support clerical and administrative processes for the broker’s book of business.
  • Handle client requests for information, endorsements, cancellations, and other services.
  • Assist in analyzing insurance exposures and account summaries.
  • Review policies, endorsements, audits, dividends, and quotations for accuracy and completeness.
  • Prepare binders, certificates, invoices, and related documents; assist with unbilled items and account differences.
  • Maintain communication with the Commercial Lines Service Manager and follow the manual procedures.

Skills

Insurance knowledge
Customer service
License management

Education

High School Diploma or equivalent

Job description

Bridge Specialty Group seeks a Customer Service Representative in Atlanta, GA to support clerical and administrative tasks for the broker’s book of business, including renewals and new business.

The role emphasizes developing knowledge of Commercial Lines procedures, handling client requests, and assisting in analyzing exposures and account summaries. An active state license within 90 days is required.

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