Customer Service Specialist

About the role

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 Customer Service Specialist to join our growing team in the Charlotte, NC office!

Responsibilities

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Works with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
• Provides full assistance and support within the Department.
• Provides day-to-day account management on accounts.
• Orders inspections and handles as needed.
• Sure that coding on specific required forms are completed and utilized.
• Processes endorsements.
• Fosters and improves relationships with other departments, producers, and companies.
• Performs other duties as assigned.

Requirements

• An active state insurance license (preferred).
• A high school diploma or equivalent.
• One (1) or more years of successful insurance experience or completion of a bachelor’s degree.

Qualifications

• Highly organized and detail-oriented.
• Excellent communication skills, both verbal and written.
• Ability to manage multiple tasks simultaneously.
• Strong problem-solving and customer service skills.

Skills

• Insurance experience.
• Knowledge of insurance policies and procedures.
• Proficiency in Microsoft Office Suite.

Benefits

Our team does our best work collaborating in-person, in the office. Bridge Specialty Group offers a comprehensive benefits package 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
• Additional benefits include Paid Time Off, Holidays, Preferred Partner Discounts, and more.

Pay

Compensation is commensurate with experience.

Schedule

This is not a remote position. This is not a hybrid position. Our team does our best work collaborating in-person, in the office.