[Remote] Service Representative, Brokerage Placement – Commercial Lines

Note: The job is a remote job and is open to candidates in USA. Bridge Specialty Group is seeking a Service Representative, Brokerage Placement – Commercial Lines to join their growing team. The primary functions of this role include servicing and helping to retain commercial business through timely, accurate handling of policy service requests from retail agents via email and phone.

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

Skills

• 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
• 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 Overview