Customer Service Representative (CSR)

Bridge Specialty Group; Atlanta (GA); On-site; USD 36,000 - 48,000; Full time

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

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

Customer Service Representative – Atlanta, GA

The Customer Service Representative will support the clerical and administrative process of the Broker’s book of business for both renewals and new business.

How You Will Contribute

• Develop a full working knowledge of Commercial Lines procedures.
• Handle client request for information, endorsements cancellations, and other services as required.
• Assist in analyzing insurance exposures and account summaries.
• Review policies, endorsements, audits, dividends, and quotations prepared by our carriers for accuracy and completeness.
• Preparation of binders, certificates, automobile identification cards, invoices, and similar items. Assist in resolving unbilled items, account differences and commission differences when necessary.
• Keep Commercial Lines Service Manager informed of any serviced problems.
• Utilize agency automation with a high level of knowledge and proficiency. Follow procedures as established in the Commercial Lines Procedure Manual.

Licenses And Certifications

• An active state insurance license (within 90 days).

Skills & Experience To Be Successful

• High School Diploma or equivalent.
• One (1) or more years of successful insurance experience. (preferred)

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.

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”.