Service Representative, Brokerage Placement

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 Brokerage Placement Service Representative to join our growing team at LocalEdge! 

The Brokerage Placement Service Representative will provide policy service and underwriting support by handling policy status requests, certificates of insurance, and risk evaluations while ensuring compliance with company policies and regulations. This role involves collaborating with agents and partners, managing work priorities to meet service level agreements, and contributing to business growth through exceptional customer service and process improvements. 

How You Will Contribute: 

• Perform policy service activities primarily by phone and electronically within established time and service standards. Service activities include handling policy status requests, certificates of insurance (COI), renewal follow-up requests, and other related tasks. Assist underwriters with agency support activities and aim to complete all transactions in a first time-final mode.  

• Make decisions to accept, modify, or decline business of lower complexity according to policies, practices, and standards. Determine the accurate classification of risks to ensure the matching of price and product to the customer. Make endorsement decisions based on acceptability of endorsements. Determine applicable markets and qualifying risks. Prioritize and make decisions for day-to-day work management.  

• Research information from multiple sources, following company guidelines, to support underwriting analysis. May require capturing verbal information or data through reports or other electronic means.  

• Review individual risks for acceptability based on multiple carriers' underwriting guidelines, state regulations and surplus lines requirements. May perform analysis for others or in support of higher-level underwriters.  

• Consult with agents, internal, and external partners regarding customer service activities. Recommend opportunities for internal process design and operation. Work with leaders, peers, and other departments to share and gather vital information for completing work. Communicate effectively with agencies and internal/external partners to fulfill assigned tasks.  

• Plan completion of assignments to meet agreed-upon timelines and service level agreements.  

• Provide service to agencies by sharing and requesting information to support the business. Establish rapport with customers through day-to-day interactions. Routes calls and higher-level issues to appropriate individuals. May assist brokerage specialists with agency support activities.  

• Maintain and form relationships by providing quality customer service. Build positive relationships with peers and team members.  

• Achieve team goals through developing a profitable book of business and strategically growing both policies in force and premium. 

Licenses and Certifications:  

• P&C License and Surplus Lines License or L&H License in all states (if required by product line) required within 45 days.   

Skills & Experience to Be Successful: 
 

• Undergraduate studies in business administration or related field of study; degree (preferred)  

• One year of related insurance experience (preferred) will consider undergraduate degree in lieu of experience. 

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Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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”.