Assistant Broker

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 Associate Broker to join our growing team in Morristown, NJ. 

Under the general mentorship of the Regional Personal Lines Leader, the Associate Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role.  The Associate Broker is responsible for assisting in achieving incremental sales goals, along with participating in various training and educational opportunities. 

How You Will Contribute: 

• Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner to establish positive relationships, increase revenues and retain policies upon expiration. 

• Develop relationships with insurance agents, brokers, and carriers by attending sponsored events, along with participating in internal and external sales meetings. 

• 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.  Requests additional information, if necessary, and accepts or rejects risks in conformance with company guidelines. 

• Review, analyze and underwrite risks submitted by Producers, rate submissions for premium and terms, analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders; use inspection companies to obtain further information, quote rates, or explain company underwriting policies. 

• Process new business in a timely and efficient manner to grow revenues and maintain retention and profitability. 

• Leverages mentorship relationship when marketing and meeting with retail agency customers to develop business and cultivate relationships in an effort to grow a book of business. Foster and improve relationships with other departments, producers, companies, and competitors. 

• Develop a thorough understanding of internal operations to successfully extend Company facilities, utilizing binding authorities or brokering risks when required to successfully negotiate a placement. 

• Must successfully complete and pass assigned educational courses, professional designations, and licenses courses and examinations. 

Licenses and Certifications: 

• Working towards or holding a valid broker license. (Preferred) 

Skills & Experience to Be Successful: 
 

• Associate or bachelor’s degree in insurance or accounting related discipline. (Preferred) 

• 1 – 2 years' experience in a similar position 

• Proficient with MS Office Suite 

• Exceptional telephone demeanor 

• Ability to maintain a high level of confidentiality. 

About Us: