Associate Broker - Small Business Unit (SBU)

About the role

Bridge Specialty Group is seeking an Associate Broker – Small Business Unit (SBU) to support the retention and growth of the company’s Small Business Unit in Madison, Wisconsin. 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. This role does not typically require the use of a personal or rental vehicle for business purposes.

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.
• Maintains compliance with Quality Control guidelines.

Requirements

• An 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 retail partners with the market clout and talents of its wholesale entities. With more than 25 niche-focused brands, Bridge specializes in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ compensation, property and personal lines. The company operates in more than 50 locations and includes over 2,000 team members across the United States and Europe, with access to more than 200 standard and excess & surplus lines carriers supporting a $7+ billion premium book. Bridge aligns risk with greater reach in the wholesale brokerage marketplace.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: Employee Stock Purchase Plan (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

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.