Assistant Broker

Brown & Brown Insurance • Plano, TX

1d

About The Position

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 an Assistant Broker to join our growing team in Plano, TX! The primary job function of this position is to support the clerical, administrative process, and management of the Broker’s book of business for both renewals and new business. Travel is not required for this position as contact with customers and teammates is by phone and correspondence. This position does not drive for business. How You Will Contribute: Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Work with Broker, 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. Provides full assistance and support within the Department. Provides day-to-day account management on accounts. Compliance with Quality Control guidelines. Order inspections and handle as needed. See that coding on specific required forms are completed and utilized. Process endorsements. Foster and improve relationships with other departments, producers, and companies. Performs other duties as assigned.

Requirements

• High School Diploma or equivalent.
• One (1) or more years of successful insurance experience or completion of a bachelor’s degree.

Nice To Haves

• An active state insurance license.

Responsibilities

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Work with Broker, 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.
• Provides full assistance and support within the Department.
• Provides day-to-day account management on accounts.
• Compliance with Quality Control guidelines.
• Order inspections and handle as needed.
• See that coding on specific required forms are completed and utilized.
• Process endorsements.
• Foster and improve relationships with other departments, producers, and companies.
• Performs other duties as assigned.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED