Technical Assistant
Bridge Specialty Group
Technical Assistant
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Hull & Company, LLC is seeking a Technical Assistant for its growing team in Metairie, LA.
Assists the Brokers & Account Executives by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance by performing the following duties.
How You Will Contribute:
- You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.
- Processing insurance binders and/or issuing policies, stamping the policies, and sending copies to the producer and carrier as applicable.
- Processing and stamping policy endorsements within time frames required by quality control and sending the endorsements to the producer and carrier.
- Requesting loss runs from carrier or generating them from the carrier website as applicable and creating renewal files.
- Examines such documents as application forms, inspection reports, insurance maps, and loss runs to check for accuracy, consistency with coverages quoted/bound, and forwarding the documents to the carrier as applicable.
- Follow up with producers for signed inspection recommendation compliance letters that are past due.
- Work with Brokers & team, insuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and state tax forms are obtained and filed in accordance with appropriate state laws.
- Follow up with producers on payments that are past due.
- Review indications, quotes, binders, submissions and policies for completeness and accuracy.
- Become thoroughly familiar with the use of all agency management software systems, and carrier platforms and suggest labor saving uses to the Operations Leader.
- Ordering inspections. This duty requires the ability to identify the different types of policies and the common information to request the inspection company obtain at time of inspection.
- Work with the Brokers & team to be sure the forms on the policies are the current edition dates used by each Company.
- Telephone assistance. This duty involves the ability to answer basic questions a Producer may have. If the question is too involved, refer the Producer to an Underwriter, who can help.
Licenses and Certifications:
- An active state insurance license.
Skills & Experience to Be Successful:
- High School Diploma or equivalent
- One-year related experience and/or training; or equivalent combination of education and experience.
- Proficient with MS Office
- Exceptional telephone demeanor
- Exceptional and professional written communication skills
- Ability to maintain a high level of confidentiality
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.
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.
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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