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Bridge Specialty Group · 1 week ago

Brokerage Placement Service Representative

United States

Full-time

Remote

Entry Level

$22.82/hr - $24.90/hr

1+ years exp

Bridge Specialty Group is a company that values meritocracy and is looking for a Brokerage Placement Service Representative to enhance their team. In this role, you will respond to service inquiries, process various insurance-related requests, and collaborate with brokers and carriers to resolve service issues.

Financial ServicesHealth CareInsuranceLife Insurance

Responsibilities

Respond to retail agent service inquiries (email/phone) within established service-level standards; route complex items appropriately

Process endorsements, audits, cancellations, reinstatements, payment status inquiries, and general policy status requests across BOP, GL, WC, and Auto

Issue and deliver Certificates of Insurance, Evidence of Insurance, and Auto ID cards; verify accuracy prior to delivery

Access carrier portals to retrieve/process endorsements, audits, and other service items as needed, may quote renewals or rewrite risks as needed

Follow up on open tasks to close in first time-final mode whenever possible

Collaborate with brokers and carrier contacts to resolve service issues and clarify requirements

Escalate non-routine requests or items requiring broker or carrier review

Follow carrier guidelines, state regulations, surplus lines requirements (as applicable to service tasks), and internal procedures

Assist agent in determining the accurate classification of risks to ensure the matching of product to the customer. Determine applicable markets and pre-qualifying risks based upon multiple carrier appetites

May perform other responsibilities as assigned

Qualification

P&CSurplus lines licensesCommercial lines insurance experienceBachelor’s degreeProfessional designations CISRProfessional designations CICProfessional designations CPCUTechnology proficiencyVerbal communication skillsWritten communication skillsTime management skills