Associate Broker - Small Business Unit (SBU)

About the role

The Associate Broker – Small Business Unit (SBU) supports the retention and growth of the company’s Small Business Unit (SBU). This role works closely with insurance agents nationwide to deliver exceptional customer service, maintain strong client relationships, and provide technical expertise in environmental insurance. The Associate Broker serves as a key liaison between carriers, clients, agents, and other business partners to facilitate new business opportunities, renewals, and ongoing account service.

Responsibilities

• Work with insurance agents nationally to retain clients and deliver exceptional service, including explaining policy coverage, advantages, and disadvantages.
• Provide prompt, accurate, and professional customer service, addressing inquiries regarding coverage, policy changes, claims support, and billing clarifications.
• Support and lead the service team to meet yearly and monthly production goals.
• Maintain accurate records of all activities in the management database system.
• Establish payment arrangements and assist with premium collection per agency guidelines.
• Review policies and quotes for accuracy before sending them to insurance agents.
• Manage retention of existing and new businesses using spreadsheets, company databases, and various communication tools.
• Provide backup support for other teammates, including data entry, marketing, and quality control.
• Be available remotely during non-scheduled hours to ensure client retention, including answering urgent emails and forwarding business calls.
• Maintain compliance with Quality Control guidelines.

Requirements

• Active state insurance license.
• High School Diploma or equivalent.
• Two (2) or more years of successful commercial property & casualty insurance experience.
• Experience with EPIC, Salesforce, or equivalent management systems.
• Highly proficient in Microsoft Office Suite (Word, Excel, Outlook) and Adobe.
• Strong customer service and relationship management skills.

Qualifications

• Preferred Insurance designations (e.g., CPCU, ARM, CIC).
• Associate’s or Bachelor’s degree in Business, Finance, or a related discipline.
• Experience in environmental insurance or wholesale brokerage.

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.

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

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.