[Remote] Brokerage Placement Service Representative
Note: The job is a remote job and is open to candidates in USA. 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.
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
Skills
- Bachelor's degree or equivalent insurance work experience
- 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, perform, and become proficient with automated and manual technology platforms
- 1-2 years commercial lines insurance experience (wholesale or retail); small commercial servicing experience strongly valued
- Professional designations such as CISR, CIC, CPCU, or equivalent
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 Overview