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Service Representative, Brokerage Placement – Commercial Lines jobs in United States
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Bridge Specialty Group · 4 days ago

Service Representative, Brokerage Placement – Commercial Lines

Bridge Specialty Group is seeking a Service Representative, Brokerage Placement – Commercial Lines to join our growing team. The primary functions of this role will include servicing and helping to retain commercial business through timely, accurate handling of policy service requests from retail agents via email and phone.
Financial ServicesHealth CareInsuranceLife Insurance

Responsibilities

Respond to retail agent service inquiries (email/phone) within established service-level standards and route complex items appropriately
Process endorsements, audits, cancellations, reinstatements, payment status inquiries, and general policy status requests across commercial insurance lines of business including casualty, property, financial, and management lines and various other lines of business
Issue and deliver Certificates of Insurance; verify accuracy prior to delivery
Access carrier portals to retrieve/process endorsements, and other service items 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
May perform other responsibilities as assigned

Qualification

P&CSurplus lines licensesCommercial lines insurance experienceCISRCICCPCU designationsBachelor’s degree in BusinessVerbalTechnology platform utilizationWritten communicationTime management skills

Required

Active P&C and Surplus lines licenses (or ability to obtain within 45 days)
Good verbal and written communication skills to interact with customers at all levels
Excellent time management skills to prioritize daily tasks
Ability to understand and efficiently utilize manual and automated technology platforms

Preferred

Bachelor's degree in Business, Risk Management, or related field
1-2 years commercial lines insurance experience (wholesale or retail); commercial servicing experience strongly valued
Professional designations such as CISR, CIC, CPCU, or equivalent
Two or more years of insurance work experience or bachelor's degree

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