Bridge Specialty Group
Programs Associate Account Coordinator
Bridge Specialty Group, Phoenix, Arizona, United States, 85003
Overview
Bridge Specialty Group is seeking a Programs Associate Account Coordinator to join our Commercial Lines team in Phoenix, AZ. The role supports the service and management of customer accounts by assisting with certificates of insurance, ID cards, and evidence of property insurance. This position processes change requests, endorsements, audits, and claims, while maintaining accurate documentation, updating spreadsheets, and ensuring timely follow-up to support business production and retention. Responsibilities
Issue certificates of insurance and evidences of property insurance. Issue ID cards. Order loss runs and experience mods from current carriers. Order MVRs when required for wholesalers. Process change requests, endorsements, and invoice agency bill items. Process policies, complete checklists, and communicate discrepancies with the Account Executive (AE). Process audits and invoice agency bill items. Report claims as needed. Pull and attach online documents. Maintain and update spreadsheets. Licenses & Certifications
P&C Licensed (or obtain within 6 months of hire) Skills & Experience To Be Successful
High school diploma or equivalent Proficient with MS Office Suite Exceptional telephone demeanor Ability to maintain a high level of confidentiality Professional office environment experience (Preferred) 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 Paid Time Off, Holidays, Preferred Partner Discounts and more. 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”. Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development Industries
Insurance
#J-18808-Ljbffr
Bridge Specialty Group is seeking a Programs Associate Account Coordinator to join our Commercial Lines team in Phoenix, AZ. The role supports the service and management of customer accounts by assisting with certificates of insurance, ID cards, and evidence of property insurance. This position processes change requests, endorsements, audits, and claims, while maintaining accurate documentation, updating spreadsheets, and ensuring timely follow-up to support business production and retention. Responsibilities
Issue certificates of insurance and evidences of property insurance. Issue ID cards. Order loss runs and experience mods from current carriers. Order MVRs when required for wholesalers. Process change requests, endorsements, and invoice agency bill items. Process policies, complete checklists, and communicate discrepancies with the Account Executive (AE). Process audits and invoice agency bill items. Report claims as needed. Pull and attach online documents. Maintain and update spreadsheets. Licenses & Certifications
P&C Licensed (or obtain within 6 months of hire) Skills & Experience To Be Successful
High school diploma or equivalent Proficient with MS Office Suite Exceptional telephone demeanor Ability to maintain a high level of confidentiality Professional office environment experience (Preferred) 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 Paid Time Off, Holidays, Preferred Partner Discounts and more. 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”. Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development Industries
Insurance
#J-18808-Ljbffr