Environmental Insurance Associate Broker (Remote)

Brown & Brown; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid time off

Employee discounts

Job summary

Bridge Specialty Group in Madison, Wisconsin seeks an Associate Broker - Small Business Unit (SBU) to support retention and growth of our SBU. You will work with nationwide insurance agents to deliver exceptional client service, advise on coverage options, and assist with renewals and new business opportunities.

The role requires a state insurance license, 2+ years in commercial P&C, familiarity with EPIC/Salesforce, and strong MS Office skills.

Qualifications

• High School Diploma or equivalent.
• Two (2) or more years of successful commercial property & casualty insurance experience.
• Experience with EPIC, Salesforce, or equivalent management systems.
• Highly proficient in Microsoft Office Suite (Word, Excel, Outlook) and Adobe.
• Strong customer service and relationship management skills.

Responsibilities

• Work with insurance agents nationally to retain clients and deliver exceptional service, including explaining policy coverage, advantages, and disadvantages.
• Provide prompt, accurate , and professional customer service, addressing inquiries regarding coverage, policy changes, claims support, and billing clarifications.
• Support and lead the service team to meet yearly and monthly production goals.
• Maintain accurate records of all activities in the management database system.
• Establish payment arrangements and assist with premium collection per agency guidelines.
• Review policies and quotes for accuracy before sending them to insurance agents.
• Manage retention of existing and new businesses using spreadsheets, company databases , and various communication tools.
• Provide backup support for other teammates, including data entry, marketing, and quality control.
• Be available remotely during non-scheduled hours to ensure client retention, including answering urgent emails and forwarding business calls.
• Maintains compliance with Quality Control guidelines.

Skills

Customer service

Relationship management

Communication

Education

High School Diploma or equivalent

Associate's or Bachelor's degree in Business/Finance

Tools

EPIC

Salesforce

Microsoft Office

Adobe

Job description

Bridge Specialty Group in Madison, Wisconsin seeks an Associate Broker - Small Business Unit (SBU) to support retention and growth of our SBU. You will work with nationwide insurance agents to deliver exceptional client service, advise on coverage options, and assist with renewals and new business opportunities.

The role requires a state insurance license, 2+ years in commercial P&C, familiarity with EPIC/Salesforce, and strong MS Office skills.