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 have letters for renewals processed.
• 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 accordingly all 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
• Skills: Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

Skills

• Self-starter
• Committed to customer service

Qualifications

• Self-starter
• Committed to customer service

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

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.