Associate Broker - Small Business Unit (SBU) (Environmental Insurance)

Location: Remote - Wisconsin; Madison, Wisconsin

Company

Bridge Specialty Group connects retail insurance partners with wholesale specialty insurance entities and carriers across the United States and Europe.

What you will do

• Work with insurance agents nationwide to retain clients and provide guidance on policy coverage, advantages, and disadvantages.
• Handle customer service inquiries related to coverage, policy changes, claims support, and billing.
• Support and lead the service team in meeting monthly and annual production goals.
• Review policies and quotes for accuracy before sending them to insurance agents.
• Manage new and existing business using spreadsheets, management databases, and communication tools.
• Maintain activity records, assist with premium collection, provide backup support, and follow quality-control guidelines.

Requirements

• Active state insurance license.
• High school diploma or equivalent.
• Two or more years of commercial property and casualty insurance experience.
• Experience with EPIC, Salesforce, or an equivalent management system.
• High proficiency in Microsoft Office Suite and Adobe.
• Strong customer service and relationship management skills.

Nice to have

• Insurance designations such as CPCU, ARM, or CIC.
• Associate’s or bachelor’s degree in business, finance, or a related field.
• Experience in environmental insurance or wholesale brokerage.

Culture & Benefits

• Meritocratic culture focused on customer service and personal accountability.
• Medical, prescription, dental, vision, life, and disability insurance.
• Employee stock purchase plan, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, and preferred partner discounts.
• Remote availability outside scheduled hours may be required for urgent client-retention matters.