Bridge Specialty Group
TechnicalAssistant
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optimal for Entry candidates.
“Technical Assistant at Bridge Specialty Group. Skills: Insurance, Underwriting, Customer Service. Review insurance applications. Evaluate classify and rate individuals”
What They're Looking For.
Must Have
Minimum education high school or GED, 1 – 3 years’ experience in a similar position minimum, License General Lines
What You'll Do.
Review insurance applications
Evaluate classify and rate individuals
Accept or reject new and renewal applications
Service and maintain accounts
Assist the Account Executive
Obtain all required information
Complete proper applications
Confirm quotes and binders
Issue policies promptly and accurately
Review analyze and underwrite risk
Analyze exposures for quotes
Issue written indications
Confirm coding of specific required forms
Update templates for processing
Communicate with producers
Handle correspondence with company
Process mail received
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Assists the Account Executive; Communicate with producers; Communicate with Company representatives; Handle correspondence with company / producers with Account Executive supervisor
Communication Scope
Exceptional telephone demeanor
Full 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 a **Technical Assistant** to join our growing team in **Garden City, NY**! The Technical Assistant reviews insurance applications to evaluate classify and rate individuals and groups for insurance and accept or rejects new and renewal applications for Property and Casualty types of coverage. Service and maintain accounts before, during and after binding. **How You Will Contribute:** * Assists the Account Executive when underwriting or brokering risks, insuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws. * Assists the Account Executives when reviewing, analyzing and underwriting risk submitted by producers, rate submissions for premium and terms analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders. * Confirm that the coding of specific required forms are completed and utilized. Insure the templates are updated for processing of policies/coverage. * Communicate with producers, Company representatives, inspection companies, and finance companies to insure expeditious handling of all submission. * Review and have letters for renewals processed. * Order and follow up for inspections. * Request Loss Runs for years written with office. * Follow up for suspense items on applications, subject to; inspections, and etc. * Process accordingly all brokerage and contract endorsements. * Handle correspondence with company / producers with Account Executive supervisor as needed * Process mail received by USPS, Email, or fax. * Perform other duties as assigned by members of management or deemed necessary to completed above duties. **Licens
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