Bridge Specialty Group ยท 1 day ago
Personal Lines Customer Services Representative
Bridge Specialty Group is seeking a Personal Lines Customer Services Representative to join their growing team in Walnut Creek, CA. This role primarily involves assisting incoming callers and responding to chat inquiries while maintaining excellent customer service.
Financial ServicesHealth CareInsuranceLife Insurance
Responsibilities
Handle a high volume of incoming phone calls and chat inquiries while maintaining excellent customer service
Assist customers in servicing accounts; respond to inquiries in a timely and professional manner
Navigate a variety of online carrier platforms; assist and train customers in same
Learn a wide variety of insurance programs; ability to find relevant information to answer customer inquiries accurately and quickly
Run wildfire and brush mapping reports
Process non coverage related policy endorsements
Distribute general email inquiries to appropriate staff members
Direct phone inquiries to appropriate staff members as needed
Pursue a program of personal and professional development
Qualification
Required
Minimum Education required; HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience
Proficient with MS Office
Exceptional telephone demeanor
Preferred
Working knowledge of carrier websites
Experience with Agency Management Software Systems
Benefits
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.
Company
Bridge Specialty Group
Bridge Specialty Group provides property, casualty, professional, health, and lifer insurance brokerage services.
Funding
Current Stage
Late StageRecent News
Arrowhead General Insurance Agency Superholding Corp.
2025-08-13
2025-02-05
2025-02-04
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