Client Service Advisor

Location Name MN, Luverne
Date Posted
3 months ago(6/2/2022 9:17 AM)
Berkley One
Primary Location

Company Details



Berkley One exists to insure and protect the lifestyles of a modern generation of affluence. We seek clients that are sophisticated individuals and families who require world-class risk and claims management customized to their needs, a team of select expert independent agents and innovative digital tools to keep it simple and easy. We’ll blend our partners, products and capabilities with all that is Berkley, generating a modern solution for the customers we serve.


Our culture is one of innovation, creativity and teamwork. Our team is highly motivated, passionate about our business, and deeply experienced in developing and delivering product and service solutions in the personal insurance marketplace.


We have an exciting opportunity for a Client Service Advisor to join our team!  This role’s primary objective is to deliver all that is great about Berkley One and to help our agents place business with us. Ideal candidates will have experience working as part of a successful customer solutions team that delivers world class customer service across multiple channels and are energized about helping others.

The shift for this position is 10:30 AM EST to 7:00 PM EST


What you'll do:

  • Customer Policy Support: deliver a personalized, effortless experience for our customers via phone, email or chat. Handle customer transactions smoothly, accurately and first time final. Be an advocate for the Company during first notice of loss interactions by displaying empathy and ensuring the situation is properly handled.
  • Agency Policy Support: act as primary point of contact for agents to get their Berkley One questions resolved. Process individual policy work submitted by the agents via phone, email or chat. Answer policy inquiry questions and assist the agency with handling servicing needs. Assist agents with finishing their quotes and converting them into policies. Combine your sales and system savvy to drive profitable growth for the organization.
  • Agent Technical Support: help agents with access, passwords, and myriad other tasks. Remote into their computers to show them how to work in the system in real time. Provide “in the moment” training on the Customer Portal and Customer Mobile App so the agent is empowered to share with customers.
  • Agent training: primarily responsible to deliver system training by hosting webcasts day to day interactions and offering live support to agents navigating the system to quote, endorse and manage their business. Systems include the PAS, billing, claims and agent portal, e signature, IVANS download and other ancillary systems.


What we're looking for:

  • 2-3+ years of customer service experience, specifically in a high-volume, relationship focused service industry or customer support environment
  • Experience contributing in a high performing customer service center team in a high growth, fast paced environment
  • You are an outstanding collaborator
  • Incredible empathy and understanding of the needs of our insureds and their agents alike; you will be a pro-active and conscientious advocate for Berkley One customers and are passionate about their experience
  • Exceptional verbal and written communication skills; your communication style is flexible to the situation; you communicate clearly and with a purpose
  • Calm under pressure; you have excellent organizational skills, integrity, and great follow-through on task; you are comfortable challenging norms while working collaboratively with colleagues at all levels of the organization
  • You have a strong sense of accountability, fun and adventure
  • Natural curiosity; you love learning how things work and you are always looking for innovative improvements.
  • Advanced proficiency with the technology required
  • This position is non-exempt, hourly


Additional Company Details

The Company is an equal employment opportunity employer

Additional Requirements

COVID-19 vaccine required unless prohibited by law


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