Account Manager

Company Details

 

Berkley Aspire is passionate about making excess and surplus lines business easy to transact.  We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients. 

 

From direct bill with installments, to not requiring renewal applications for 80% of our small business policies, we focus on making it easy, expeditious, and efficient for agents and consumers.

 

Berkley Aspire writes from small, minimum premium, policies to accounts over six figures.  We offer General Liability, Property, Inland Marine and Excess policies through Berkley appointed agencies in 49 states.

 

Benefit Highlights• Aspire offers Medical, Dental and Vision coverage. Our onsite Scottsdale, AZ Wellness Center and companywide Employee Assistance Program are free to employees and are here to support your overall well-being. Our flexible work schedule with a work-from-home day means you can balance work and life like a pro.• Our Health Savings Accounts have automatic company contributions if you sign up, and we offer Flexible Spending Accounts, STD, LTD, life insurance policies, and more. Plus, we offer a 401(k) program, profit-sharing program, and stock purchase plan – investing in your future has never been so rewarding.• We've got you covered with competitive paid time off, paid sick time, and 12 weeks of paid parental leave. Plus, you get paid holidays, a floating holiday, and paid volunteer time – because giving back to the community is important to us at Aspire!• Come grow with us! Level up with company sponsored conferences, tuition assistance, and industry-related education and exams. We have many internal promotional growth opportunities – because we believe in growing together.• We believe in working hard and playing hard. We embrace team building and are enthusiastic about sponsoring fun activities inside and outside of the office. Our Plum Benefits program gives you cost-free access to thousands of exclusive travel and entertainment discounts – it's like a VIP pass to fun.

 

www.berkleyaspire.com

Responsibilities

Under limited supervision, service clients with insurance policies written for Berkley Connect trading partners with Berkley sister companies. 

 

This position can be located in our Scottsdale, AZ or West Chester, OH offices and will be assessed based on customer focus, productivity, accuracy and thoroughness, and the ability to learn and apply new skills.

 

This role is part of a dynamic team environment requiring high levels of collaboration and partnership.

 

• Work closely with the Berkley Connect Broker to service insurance policies written for Berkley Connect trading partners with Berkley sister companies.
• Mentor and assist with training of more junior team members.
• Act as a single point of contact for agents, underwriters, and clients who have placed business with Berkley Connect.
• Service multiple lines of business including, but not limited to, Business Auto, Workers Compensation, Inland Marine, Professional Liability, Pollution Liability, Product Recall, Directors & Officers, and Employment Practices Liability.
• Enter and maintain policy transactions in Berkley Connect’s Agency Management System.
• Manage policy premium billings and accounts receivable.
• Answer client questions via phone and email promptly and with professionalism.
• Interact with external brokers and internal underwriters and other stakeholders to process service requests.
• Ensure compliance with Surplus Lines regulations in the placement of Surplus Lines policies.
• Complete agency appointments and contracts for new Berkley Connect trading partners.
• Maintain and update agency appointments as needed.
• Answer incoming phone calls and monitor email accounts and respond in a timely and professional manner to inquiries and communications.
• Complete special projects assigned by management.

Qualifications

• College diploma and five or more years of insurance experience.
• Excess and Surplus Lines experience is required. Property and Casualty insurance licenses are preferred.
• Strong understanding of insurance concepts and market forces.
• Strong customer service proficiency.
• Well organized.
• Ability to understand priorities and meet deadlines.
• Good oral and written communication skills.
• Strong attention to detail.
• Proficiency in Microsoft Office suite of applications (Word, Excel, etc.).
• Strong results orientation, focusing on outcomes, delivering on commitment and deadlines.
• Teamwork, providing and welcoming open, honest, respectful, and constructive feedback.
• Accuracy and thoroughness.
• Technical Proficiency, ability to learn and apply new skills.

Additional Requirements

While performing the duties of this job, the employee is regularly required to be seated for sustained periods of time; be able to pick up, pinch, twist, or keyboard; must be able to communicate detailed or important information accurately; distinguish sounds at normal levels (with or without correction) and be able to receive detailed information orally. The employee is occasionally required to move about the office to accomplish tasks; ability to reach in any direction; raise or lower objects or move objects from place to place; and hold onto objects. Occasionally, the employee may need to move or exert force up to 10 pounds. The employee is regularly required to operate a computer and other office equipment (phone, copier and printer).