Service Representative, Brokerage Placement - Commercial Lines

Brown & Brown Insurance; Oregon; Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health benefits

401k plan

Student loan assistance

Tuition reimbursement

Mental health resources

Paid time off

Job summary

Bridge Specialty Group is seeking a Service Representative, Brokerage Placement - Commercial Lines to support policy service, COI requests, and underwriting tasks for our brokerage operations at LocalEdge. You will collaborate with agents and partners, manage priorities to meet service levels, and contribute to business growth through strong customer service and process improvements.

The role emphasizes assessing risk, supporting underwriters, and ensuring compliance with company policies and

Qualifications

• Undergraduate studies in business administration or related field; degree preferred.
• One year of related insurance experience preferred; undergraduate degree may substitute.
• P&C License and Surplus Lines/L&H license required within 45 days.

Responsibilities

• Perform policy service activities primarily by phone and electronically within established time and service standards (policy status requests, COI, renewals).
• Assist underwriters with agency support activities and aim to complete transactions in first-time-final mode.
• Make decisions to accept, modify, or decline business of lower complexity per policies and guidelines; determine risk classifications and endorsements.
• Research information from multiple sources to support underwriting analysis and capture data as needed.
• Review risks for acceptability based on multiple carriers’ underwriting guidelines and regulations.
• Consult with agents and partners regarding customer service activities and share information to complete tasks.
• Plan completion of assignments to meet timelines and SLAs.
• Provide service to agencies, establish rapport with customers, route calls to appropriate colleagues, assist brokerage specialists as needed.
• Maintain relationships and contribute to growing a profitable book of business.

Skills

Insurance experience

Business administration background

Education

Bachelor’s degree (preferred)

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 Service Representative, Brokerage Placement - Commercial Lines to join our growing team at LocalEdge!The Service Representative, Brokerage Placement - Commercial Lines will provide policy service and underwriting support by handling policy status requests, certificates of insurance, and risk evaluations while ensuring compliance with company policies and regulations. This role involves collaborating with agents and partners, managing work priorities to meet service level agreements, and contributing to business growth through exceptional customer service and process improvements.

How You Will Contribute

• Perform policy service activities primarily by phone and electronically within established time and service standards. Service activities include handling policy status requests, certificates of insurance (COI), renewal follow-up requests, and other related tasks.


• Assist underwriters with agency support activities and aim to complete all transactions in a first time-final mode.


• Make decisions to accept, modify, or decline business of lower complexity according to policies, practices, and standards. Determine the accurate classification of risks to ensure the matching of price and product to the customer. Make endorsement decisions based on acceptability of endorsements. Determine applicable markets and qualifying risks. Prioritize and make decisions for day-to-day work management.


• Research information from multiple sources, following company guidelines, to support underwriting analysis. May require capturing verbal information or data through reports or other electronic means.


• Review individual risks for acceptability based on multiple carriers' underwriting guidelines, state regulations and surplus lines requirements. May perform analysis for others or in support of higher-level underwriters.


• Consult with agents, internal, and external partners regarding customer service activities. Recommend opportunities for internal process design and operation. Work with leaders, peers, and other departments to share and gather vital information for completing work. Communicate effectively with agencies and internal/external partners to fulfill assigned tasks.


• Plan completion of assignments to meet agreed-upon timelines and service level agreements.


• Provide service to agencies by sharing and requesting information to support the business. Establish rapport with customers through day-to-day interactions. Routes calls and higher-level issues to appropriate individuals. May assist brokerage specialists with agency support activities.


• Maintain and form relationships by providing quality customer service. Build positive relationships with peers and team members.


• Achieve team goals through developing a profitable book of business and strategically growing both policies in force and premium.

Licenses and Certifications

• P&C License and Surplus Lines License or L&H License in all states (if required by product line) required within 45 days.

Skills & Experience to Be Successful

• Undergraduate studies in business administration or related field of study; degree (preferred)


• One year of related insurance experience (preferred) will consider undergraduate degree in lieu of experience.

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.

Pay Range $22.00 - $24.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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".