Personal Lines Brokerage Analyst jobs in United States
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Bridge Specialty Group · 2 days ago

Personal Lines Brokerage Analyst

Bridge Specialty Group is a company focused on connecting retail partners with wholesale entities. They are seeking a Personal Lines Brokerage Analyst to evaluate and process insurance renewal applications, assess risk, and ensure compliance with quality standards while providing exceptional customer service.

Financial ServicesHealth CareInsuranceLife Insurance

Responsibilities

Assess risk, determine appropriate coverage and pricing, and determine renewal underwriting actions for personal lines insurance policies across multiple lines of business including home, auto, inland marine, umbrella, & other lines
Develop and implement strategies to retain existing clients, including conducting policy reviews, identifying coverage gaps, and offering tailored solutions
Maintains knowledge of all markets available to maximize opportunities to negotiate placements
Provide exceptional customer service by addressing client inquiries via email or phone, resolving issues, and ensuring positive client experience
Analyze client information and assess risk factors to make informed underwriting decisions (including accepting or declining risks based on own analysis of options)
Ensure all underwriting activities comply with Quality Control guidelines, company policies, industry regulations, and legal requirements
Perform additional job functions/responsibilities as assigned

Qualification

Property & Casualty LicenseSurplus Lines LicensePersonal Lines UnderwritingAnalytical SkillsProactiveCommunication SkillsInterpersonal SkillsDetail-orientedCustomer-focused

Required

Property & Casualty License and Surplus Lines License in resident state are required within 45 days of start date
Bachelor's degree in Business, Finance, Insurance, or a related field. Related industry experience may be considered in lieu of degree
Minimum of 3 years of experience in personal lines underwriting or a related role within the insurance industry
Strong analytical and decision-making skills, excellent communication (including exceptional telephone demeanor) and interpersonal skills, and proficiency in insurance knowledge
Detail-oriented, customer-focused, proactive, and able to work independently and as part of a team

Preferred

Relevant insurance certifications (e.g., CPCU, AINS) and/or prior Surplus Lines Industry experience are a plus

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

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Bridge Specialty Group provides property, casualty, professional, health, and lifer insurance brokerage services.

Funding

Current Stage
Late Stage

Leadership Team

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Tony Cacchione
Chief Information Officer
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Walter Grote
Chief Underwriting Officer
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Company data provided by crunchbase