Technical Assistant, Insurance

Overview

Bridge Specialty Group is seeking a Technical Assistant to join our growing team in Horsham, PA
.

The Technical Assistant reviews insurance applications to evaluate, classify and rate individuals and groups for insurance and accept or reject new and renewal applications for Property and Casualty types of coverage. Service and maintain accounts before, during and after binding.

• Assist the Account Executive when underwriting or brokering risks, ensuring all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.
• Assist the Account Executives when reviewing, analyzing and underwriting risk submitted by producers; rate submissions for premium and terms; analyze exposures for quotes for new and renewal business; issue written indications, quotes and binders.
• Confirm that the coding of specific required forms is completed and utilized. Ensure templates are updated for processing of policies/coverage.
• Communicate with producers, Company representatives, inspection companies, and finance companies to ensure expeditious handling of all submissions.
• Review and prepare letters for renewals.
• Order and follow up on inspections.
• Request loss runs for years written with the office.
• Follow up on suspense items on applications, subject to inspections, and related items.
• Process all brokerage and contract endorsements.
• Handle correspondence with companies/producers with Account Executive supervision as needed.
• Process mail received by USPS, email, or fax.
• Perform other duties as assigned by management to complete the above duties.

• License General Lines

• Minimum education:
  
  high school or GED
• 1 – 3 years’ experience in a similar position
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

• 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.

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”.