Bridge Specialty Group
Overview
Join to apply for the
Personal Lines Account Manager
role at
Bridge Specialty Group . The Personal Lines Account Manager will manage the day-to-day servicing of an assigned book of business, including policy administration, invoicing, claims support, renewal processing, and ensuring compliance with client and regulatory requirements. How You Will Contribute
Responsible for the day-to-day account management of an assigned book of business, including but not limited to invoicing, claims reporting and follow up as needed, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions. Responsible for the oversight and completion of tasks including but not limited to issuance of certificates of insurance, auto ID cards, and processing policies/endorsements. Build courteous and successful relationships with clients, vendors, and carriers to improve client retention. Identify gaps in coverage and consult leadership or producer of options to advise the client. Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing as well as preparing the renewal proposal, and binders. Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, legal requirements and insurance operations. Assist in growing the assigned book of business through account rounding and referrals. Licenses & Certifications
Active NJ Property & Casualty Producer License. Skills & Experience To Be Successful
2+ years personal insurance experience. Applied TAM and/or AMS360 experience preferred. Proficiency in Microsoft Office 365. Pay Range
$30 - $32 Hourly Teammate Benefits & Total Well-Being
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. Equal Opportunity
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”.
#J-18808-Ljbffr
Join to apply for the
Personal Lines Account Manager
role at
Bridge Specialty Group . The Personal Lines Account Manager will manage the day-to-day servicing of an assigned book of business, including policy administration, invoicing, claims support, renewal processing, and ensuring compliance with client and regulatory requirements. How You Will Contribute
Responsible for the day-to-day account management of an assigned book of business, including but not limited to invoicing, claims reporting and follow up as needed, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions. Responsible for the oversight and completion of tasks including but not limited to issuance of certificates of insurance, auto ID cards, and processing policies/endorsements. Build courteous and successful relationships with clients, vendors, and carriers to improve client retention. Identify gaps in coverage and consult leadership or producer of options to advise the client. Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing as well as preparing the renewal proposal, and binders. Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, legal requirements and insurance operations. Assist in growing the assigned book of business through account rounding and referrals. Licenses & Certifications
Active NJ Property & Casualty Producer License. Skills & Experience To Be Successful
2+ years personal insurance experience. Applied TAM and/or AMS360 experience preferred. Proficiency in Microsoft Office 365. Pay Range
$30 - $32 Hourly Teammate Benefits & Total Well-Being
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. Equal Opportunity
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”.
#J-18808-Ljbffr