Operations Assistant

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 an Operations Assistant to join our growing team in St. Petersburg, FL. 

The Operations Assistant is responsible for data entry and filing Surplus Lines taxes. The Operations Assistant will assist both internal users and external customers, providing technology support for our Billing Platform. In this role, you will have the opportunity to contribute to ensuring that business needs and performance requirements for the application are met. 

How You Will Contribute: 

• Generates and reviews weekly insurance payables reports to identify policies that require filings. 

• Interfaces with Broker Assistants and Brokers to obtain the information or forms required for state compliance, following up as necessary. Provides Surplus Lines record numbers and/or countersignatures as needed. 

• Ensures that Surplus Lines taxes and fees are entered correctly. 

• Enters, files, and pays taxes with each state entity according to their requirements (e.g., state intranet sites, SLIP systems, paper filings, etc.). Obtains Surplus Lines Broker signatures and notary signatures. 

• Provides all documentation to the accounting assistant for check or ACH issuance to pay taxes to the states. 

• Provides information to accounting leaders for reconciliation purposes. 

• Maintains the PSR Surplus Lines tax intranet. 

• Generates various Excel reports. 

• Maintains an electronic record of Surplus Lines tax filings and correspondence with state entities, including affidavits, countersignatures, official forms, and accounting backup. 

• Gathers information for regulatory audits 

Skills & Experience to Be Successful: 

• High School Diploma or equivalent. 

• Associate's degree in accounting. (Preferred) 

• Familiar with Outlook, Word, and Excel. 

• The role requires technical skills across a breadth of technologies. Interaction with both our business and technology teammates is required. 

Teammate 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
• 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.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.