Service Representative, Brokerage Placement Commercial Lines

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!

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. Typical lines of business include, but are not limited to, Cyber Liability, Directors & Officers (D&O), Errors & Omissions (E&O), Employment Practices Liability (EPL), Inland Marine (IM), and Crime. Primary responsibilities include processing cancellations, endorsements, payment status inquiries, certificates of insurance, and other day-to-day service tasks. T he hours of this position will rotate to accommodate our hours of operation: 8am-5:30pm EST, Monday - Friday.

How You Will Contribute:

• 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.

Licenses and Certifications:

• Active P&C and Surplus lines licenses (or ability to obtain within 45 days).

Skills & Experience to Be Successful:

• Bachelor's degree in Business, Risk Management, or related field (preferred)

• 1-2 years commercial lines insurance experience (wholesale or retail); commercial servicing experience strongly valued (preferred)

• Professional designations such as CISR, CIC, CPCU, or equivalent (preferred)

• Two or more years of insurance work experience or bachelor's degree.

• 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.

About Us:

Bridge Specialty Group creates a more 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

The 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.

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".