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Bridge Specialty Group · 12 hours ago

Broker

Bridge Specialty Group is a company built on meritocracy that seeks a Broker to join their growing team. The Broker will connect clients with suitable insurance products, assess client requirements, provide expert advice, and negotiate policies while building strong relationships with clients and staying informed about industry trends.

Financial ServicesHealth CareInsuranceLife Insurance

Responsibilities

Examines such documents as application forms, inspection reports, insurance maps, and loss runs to determine degree of risk from such factors as ISO classifications, applicant financials, age, occupation, accident experience, and value and condition of property
Reviews company records to determine amount of insurance in force on single risk or group of closely related risks and evaluates possibility of losses due to catastrophe or excessive insurance
Broker risks, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws. Secure payments on risks bound or written
Review, analyze and qualify risks submitted by Producers, evaluate submissions for premium and terms, analyze exposures for quotes for new and renewal business, issue written indications, quotes, and binders; possible use of inspection companies to obtain further information, quote rates, or explain company underwriting policies
Develop and cultivate carrier and brokerage relationships to place specific risks and grow a book of business
Markets and meets with retail agency customers to develop business and cultivate relationships to grow a book of business
Understand and extend Company facilities, brokering risks when required to successfully negotiate a placement; be responsible for your quote to bind activity & production results
Service and perpetuate existing business, produce new business, and have a keen awareness of priorities

Qualification

P&C State licensedExcessSurplus linesBachelor’s degreeMS Office SuiteCICCPCU candidateISO manuals familiarity

Required

Bachelor's degree (B. A.) from four-year College or university is desired or five years insurance experience, two years of which is as an underwriting assistant
P&C State licensed
Proficient with MS Office Suite and paperless environment
Experience with excess and surplus lines underwriting agency or company

Preferred

CIC or CPCU candidate, thorough familiarity with applicable ISO manuals, forms, rating plans, policy forms i.e., coverages, exclusions, conditions, and terms

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