Technical Assistant

About the role

Bridge Specialty Group is seeking a Technical Assistant to join their growing team in Horsham, PA. The Technical Assistant reviews insurance applications to evaluate, classify, and rate individuals and groups for insurance and accepts or rejects new and renewal applications for Property and Casualty types of coverage.

Responsibilities

• Assists the Account Executive when underwriting or brokering risks, ensuring that all required information is obtained, proper applications are completed, quotes & 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.
• Assists 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.
• Analyze and confirm that the coding of specific required forms are completed and utilized.
• Ensure the 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 process letters for renewals.
• Order and follow up for inspections.
• Request Loss Runs for years written with the office.
• Follow up for suspense items on applications, subject to inspections, and etc.
• Process brokerage and contract endorsements.
• Handle correspondence with company/ producers with Account Executive supervisor as needed.
• Perform other duties as assigned by members of management or deemed necessary to complete above duties.

Requirements

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

Skills & Experience

• Licenses and Certifications: License General Lines
• Skills: Exceptional communication skills, ability to work independently, attention to detail, organizational skills, and proficiency with MS Office Suite.

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
• Additional Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

The schedule for this role is flexible and can accommodate the needs of the candidate.