Associate Broker
Brown & Brown Insurance
Associate Broker
Brown & Brown Insurance
Provides risk management and insurance solutions
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 Groupis seeking anAssociate Broker – Small Business Unit (SBU)to join our growing team inMadison, Wisconsin!
TheAssociate Broker - SBUis responsible forsupporting the retention and growth of the company’s Small Business Unit (SBU). This role works closely with insurance agents nationwide to deliver exceptional customer service,maintainstrong client relationships, and provide technicalexpertisein environmental insurance. The Associate Broker serves as a key liaison between carriers, clients, agents, and other business partners tofacilitatenew business opportunities, renewals, and ongoing account service. This role does not typically require the use of a personal or rental vehicle for business purposes.
How You Will Contribute:
Work with insurance agents nationally toretainclients and deliver exceptional service, including explaining policy coverage, advantages, and disadvantages.
Provide prompt,accurate, and professional customer service, addressing inquiriesregardingcoverage, policy changes, claims support, and billing clarifications.
Support and lead the service team to meet yearly and monthly production goals.
Maintainaccuraterecords of all activities in the management database system.
Establish payment arrangements andassistwith premium collection per agency guidelines.
Review policies and quotes for accuracy before sending them to insurance agents.
Manage retention of existing and new businesses using spreadsheets, companydatabases, and various communication tools.
Provide backup support for other teammates, including data entry, marketing, and quality control.
Be available remotely during non-scheduled hours to ensure client retention, including answering urgent emails andforwardingbusiness calls.
Maintains compliance with Quality Control guidelines.
Licenses and Certifications:
An active state insurance license.
Skills & Experience to Be Successful:
High School Diploma or equivalent.
Two (2) or more years of successful commercial property & casualty insurance experience.
Experience with EPIC, Salesforce, or equivalent management systems.
Highly proficient in Microsoft Office Suite (Word, Excel, Outlook) and Adobe.
Strong customer service and relationship management skills.
Preferred:
Insurance designations (e.g., CPCU, ARM, CIC).
Associate’sorBachelor’s degree in Business, Finance, ora relateddiscipline.
Experience in environmental insurance or wholesale brokerage.
About Us:
Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the marketcloutand 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,propertyand 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 premiumbook.
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.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
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.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
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”.
Provides risk management and insurance solutions
Brown & Brown offers risk management and insurance solutions through Retail and Specialty Distribution. It acts as a broker and advisor, matching customers with coverage, assessing risk, and coordinating policies. The company differentiates itself with a large industry presence, a culture built on integrity and the Power of WE, and a strong commitment to local communities. Its goal is to help customers manage and reduce risk while protecting their assets over the long term.
Explore more opportunities at Brown & Brown Insurance