Property & Casualty Broker

Bridge Specialty Group; Plano (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Job summary

Bridge Specialty Group seeks a Property & Casualty Broker in Dallas or Houston, TX, to support growth in commercial lines. The role involves underwriting, rating, quoting, and binding, with focus on client relationships and market access.

The position requires a P&C license, a bachelor’s degree, and up to 5 years of relevant experience, with opportunities for education and professional development.

Qualifications

• Bachelor’s Degree from four-year college or university or equivalent industry experience.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 0 - 5 years' experience in a similar position.

Responsibilities

• Interact with company and retail agent personnel to establish relationships, increase revenues, and retain policies upon expiration.
• Develop relationships with agents, brokers, and carriers by attending events and meetings.
• Examine documents to determine risk and accept or reject risks per guidelines.
• Review, analyze and underwrite risks, rate submissions, and prepare quotes and binders.
• Process new business promptly to grow revenues and maintain profitability.
• Leverage mentorship to develop business and cultivate relationships to grow a book of business.
• Understand internal operations to extend facilities using binding authorities or brokering risks.
• Complete assigned courses, designations, and licenses.

Skills

Exceptional telephone demeanor

Confidentiality

Customer service

Education

Bachelor’s Degree (B.A) from four-year college or university

Tools

MS Office Suite

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 is seeking a Property & Casualty Broker to join our growing team in Dallas or Houston, TX! The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role. The Commercial Lines P&C Broker is responsible for assisting in achieving incremental sales goals, along with participating in various training and educational opportunities.

How You Will Contribute

• Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner to establish positive relationships, increase revenues, and retain policies upon expiration.
• Develop relationships with insurance agents, brokers, and carriers by attending sponsored events, along with participating in internal and external sales meetings.
• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Requests additional information, if necessary, and accepts or rejects risks in conformance with company guidelines.
• Review, analyze and underwrite risks submitted by Producers, rate submissions for premium and terms, analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders; use inspection companies to obtain further information, quote rates, or explain company underwriting policies.
• Process new business in a timely and efficient manner to grow revenues and maintain retention and profitability.
• Leverages mentorship relationships when marketing and meeting with retail agency customers to develop business and cultivate relationships to grow a book of business. Foster and improve relationships with other departments, producers, companies, and competitors.
• Develop thorough understanding of internal operations to successfully extend Company facilities, utilizing binding authorities or brokering risks when required to successfully negotiate a placement.
• Must successfully complete and pass assigned educational courses, professional designations, and licenses of courses and examinations.

Licenses And Certifications

• Valid P&C license.

Skills & Experience To Be Successful

• Bachelor’s Degree (B.A) from four-year college or university or equivalent industry experience.
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality.
• 0 - 5 years' experience in a similar position

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”.