Technical Assistant

4 days ago

Charlotte, North Carolina, United States Brown & Brown Insurance Full time $45,000 - $65,000 per year

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 Charlotte, NC 

Under the general supervision of the Operations Leader, the Technical Assistant is responsible for processing the workflow of the Northeast Support Team.  

How You Will Contribute: 

  • Correspond with Brokers, Underwriters and Underwriter Assistants via Teams/email to respond to questions, investigate and resolve issues, and follow up on outstanding items.   
  • Provide clerical and administrative support to Operations Team and Underwriting Teams. 
  • Assist with policy servicing inquiries to include accounting, underwriting, and operations. 
  • Learn and work within the Agency Management System to save documents, emails, and correspondence. 
  • Become familiar with Agency Management System reporting functionality to include running and distributing scheduled and ad hoc reports. 
  • Answer questions about the organization's products and services to assist in customer service functions.  
  • Perform other duties as assigned. 

Licenses and Certifications:  

  • Some licensing or insurance related courses (preferred) 

Skills & Experience to Be Successful: 

  • Associate or bachelor's degree in an insurance or accounting related discipline (preferred) 
  • Minimum education requires a High School Diploma or GED. 
  • 1 - 2 years' experience in a similar position 
  • Proficient with MS Office Suite 
  • Basic accounting knowledge 
  • Exceptional telephone demeanor 
  • Ability to maintain a high level of confidentiality 

About Us: 

Bridge Specialty Group creates a 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.   

Teammate Benefits & Total Well-Being

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.

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". 

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