Technical Assisstant

Location Name NY, New York - 757 Third Ave - 10th Floor
Date Posted
1 year ago(2/21/2020 5:53 PM)
Berkley Custom Ins Mgrs
Primary Location
US-NY-New York

Company Details



From middle market to Fortune 500 companies, our Excess Casualty team is committed to providing excellent service and a consistent approach to meet the needs of our brokers and their customers.


We seek to outperform our competitors with a focus on understanding client’s priorities and developing creative risk solutions to meet their long-term needs. Our key differentiators include the following:


EXCLUSIVE WHOLESALE MARKET – We are committed to the wholesale brokerage community and continually build upon long established relationships with a passion for superior service for our appointed producers.


OUR PROFESSIONALS – We attract and retain professionals with significant excess insurance experience, many over 25 years, with a culture that promotes integrity, excellence and respect.


LONG-TERM APPROACH TO ACCOUNTS – We continually seek partners for the long term who share our values and our risk management discipline.


Long-term relationships have been our management’s trademark in over 30 years of serving customers in the Excess & Surplus marketplace. Our team is dedicated to serving the varied casualty exposure needs of our brokers and their customers. By truly understanding your risk exposures in a constantly changing global environment, we can better work with you to keep risk placement recommendations current and responsive.





The Technical Assistant 1 will support our Underwriters in processing new and renewal business and managing and maintaining policy files.


  • Prepare, organize and maintain files, follow-up for additional information and suspense according to established time-frames.
  • Produce various required reports
  • Develop and maintain required databases

The  Technical Assistant 1 fulfills the primary responsibilities of the role by executing the following duties and tasks:


  • Clear and Set up Submissions
  • Handle OFAC Clearance
  • Set up policy folders in Sharepoint and Paper files
  • Issue Renewal/Non-renewal, Conditional Notices in ODEN
  • Request and Review Underlying Policies
  • Responsible for making sure all policies (folders and sharepoint) contain coding sheets, invoices, quotes, binders, submissions, correspondence, reports, loss runs and underlying policies and checklist.
  • Request Loss runs, completed TRIA forms and Surplus Lines Letter and handle follow up request
  • Issue non-premium bearing endorsements


  • Proficient with Word and Excel, Outlook (or Lotus Notes), preference for Power Point & Access also, but not required.
  • Good oral and written communications skills
  • Basic Math skills
  • 0 to 2 years insurance related experience. Previous experience with the handling of submissions, renewals, risk clearance, evaluation, classification, rating and servicing preferred.
  • Must have strong analytical and organizational skills.
  • Must be a team player.
  • Must be detail oriented and have the ability to multi-task.
  • Additional duties as assigned



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