服务代表,经纪安置 – 商业产品线
Service Representative, Brokerage Placement – Commercial Lines
以能力为本,我们独特的公司文化奖励主动进取者以及致力于为客户利益而努力的人。
Bridge Specialty Group 正在寻找一名服务代表,保险经纪安置 - 商业险,加入 LocalEdge 的快速增长团队!
服务代表,保险经纪安置 - 商业险将通过处理保单状态查询、保险证明和风险评估来提供保单服务和承销支持,同时确保符合公司政策和法规。该职位需要与代理机构和合作伙伴协作,管理工作任务以满足服务级别协议,并通过卓越的客户服务和流程改进促进业务增长。
您将做出的贡献:
· 主要通过电话和电子方式在既定时间和服务标准内执行保单服务活动。服务活动包括处理保单状态查询、保险证明(COI)、续保跟进请求和其他相关任务。
· 协助承销人员完成代理机构支持活动,力求一次性完成所有交易。
· 根据政策、实践和标准,决定接受、修改或拒绝低复杂度业务。准确分类风险,确保价格和产品与客户匹配。根据承保条款的可接受性做出承保变更决定。确定适用市场和合格风险。对日常工作任务进行优先排序并做出决策。
· 从多个来源收集信息,遵循公司指南以支持承销分析。可能需要通过报告或其他电子方式捕获口头信息或数据。
· 根据多家承保人的承销指南、州法规和溢额线要求审查个别风险的可接受性。可能需要为他人或高级承销人员提供分析支持。
· 就客户服务活动与代理机构、内部和外部合作伙伴进行咨询。推荐内部流程设计和运营的机会。与领导、同级和其他部门合作,分享和收集完成工作的关键信息。与代理机构和内部/外部合作伙伴有效沟通以完成分配的任务。
· 计划任务完成以满足约定的时间表和服务级别协议。
· 提供
查看英文原文
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Bridge Specialty Group is seeking a Service Representative, Brokerage Placement – Commercial Lines to join our growing team at LocalEdge!
The Service Representative, Brokerage Placement – Commercial Lines will provide policy service and underwriting support by handling policy status requests, certificates of insurance, and risk evaluations while ensuring compliance with company policies and regulations. This role involves collaborating with agents and partners, managing work priorities to meet service level agreements, and contributing to business growth through exceptional customer service and process improvements.
How You Will Contribute:
· Perform policy service activities primarily by phone and electronically within established time and service standards. Service activities include handling policy status requests, certificates of insurance (COI), renewal follow-up requests, and other related tasks.
· Assist underwriters with agency support activities and aim to complete all transactions in a first time-final mode.
· Make decisions to accept, modify, or decline business of lower complexity according to policies, practices, and standards. Determine the accurate classification of risks to ensure the matching of price and product to the customer. Make endorsement decisions based on acceptability of endorsements. Determine applicable markets and qualifying risks. Prioritize and make decisions for day-to-day work management.
· Research information from multiple sources, following company guidelines, to support underwriting analysis. May require capturing verbal information or data through reports or other electronic means.
· Review individual risks for acceptability based on multiple carriers' underwriting guidelines, state regulations and surplus lines requirements. May perform analysis for others or in support of higher-level underwriters.
· Consult with agents, internal, and external partners regarding customer service activities. Recommend opportunities for internal process design and operation. Work with leaders, peers, and other departments to share and gather vital information for completing work. Communicate effectively with agencies and internal/external partners to fulfill assigned tasks.
· Plan completion of assignments to meet agreed-upon timelines and service level agreements.
· Provide service to agencies by sharing and requesting information to support the business. Establish rapport with customers through day-to-day interactions. Routes calls and higher-level issues to appropriate individuals. May assist brokerage specialists with agency support activities.
· Maintain and form relationships by providing quality customer service. Build positive relationships with peers and team members.
· Achieve team goals through developing a profitable book of business and strategically growing both policies in force and premium.
Licenses and Certifications:
·
P&C License and Surplus Lines License or L&H License in all states (if required by product line) required within 45 days.
Skills & Experience to Be Successful:
· Undergraduate studies in business administration or related field of study; degree (preferred)
· One year of related insurance experience (preferred) will consider undergraduate degree in lieu of experience.
About Us:
Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines.
With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.
Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach.
Pay Range
$22.00 - $24.00 HourlyThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- 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.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Originally posted on Himalayas