Job Description

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 Underwriting Assistant to join our growing team in Charlotte, NC!

Under guidance of a supervisor or manager, the Underwriting Assistant’s primary responsibilities service support for both the commercial and personals departments

How You Will Contribute:

• Provides administrative support to all departments. Maintains spreadsheets for items such as employee directory, carrier commission changes, and employee license compliance.
• Directs incoming calls or voicemails to appropriate party.
• Receives all mail and packages. Scans and distributes all incoming mail.
• Reviews and forwards all incoming checks to lockbox or return to sender.
• Reviews and creates tasks for items received in general email boxes.
• Processes policies, endorsements, audits, notices and other tasks for all Underwriting/Sales Teams. Receives and processes all urgent or missing policy and endorsement requests.
• Provides reports for policy renewals, invoice checklists and others as needed. Assists Underwriting/Sales teams with issuing non-renewals/conditional renewals as warranted by carrier guidelines.
• Assists with internal self-audits to ensure compliance with states, carriers and Brown & Brown.
• Performs additional duties as assigned by the office and Service Team Leaders.

Licenses and Certifications:

• Must acquire state property and casualty agent licenses within 90 days of hire date

Skills & Experience to Be Successful:

• Minimum education required: High School diploma
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

About Us:

Bridge Specialty Group creates a more seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines.

With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.

Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach.

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”.

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