Agency Relations Coordinator

Location Name AZ, Scottsdale - 14902 N 73rd Street
Date Posted
2 months ago(6/29/2022 7:35 AM)
Berkley Aspire
Primary Location

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.


This position prepares, oversees and is responsible for the execution of agency contracts and maintenance of agency contractual data for Berkley Connect Insurance Solutions, LLC on behalf of Berkley Aspire. Primary responsibilities include, but are not limited to, execution of all aspects of agency contract management and maintenance. This position requires accuracy and focused attention to detail.  Prior experience working with contractual documents is preferred.  This position supports Senior Management and Underwriting to foster meaningful relationships with our Agency Partners from agency appointment to termination of existing relationships.


Specific Duties

  • Responsible for sending all required documents to support new Agency appointments.
  • Reviews Agency applications and supporting documentation when received for accuracy and completeness and follows up with Agency Principal as necessary.
  • Identifies and resolves problems associated with incomplete or missing information.
  • Prepares Agency contract templates including new agreements and addendums to existing agreements.
  • Forwards new Agency agreements and or addendums to signing Officer at Berkley Connect Insurance Solutions, LLC for execution.
  • Forwards executed documents to Agency Principal for signature and follows up for timely return as outlined in procedures.
  • Reviews requests and initiates needed contract changes resulting from Agency sales, mergers and acquisitions.
  • Maintains current library, and archived versions, of contractual templates and documents including, but not limited to, Agreements, Addendums, W9 forms, ACH forms and Producer applications.
  • Responsible for system(s) set up and document storage including, but not limited to, APS, A+, Agency Site in SharePoint, BPMi and Producer Documents in Shared Drive.
  • Participates in and provides recommendations for improved processes surrounding the maintenance and storage of contractual documents.
  • Responsible for management and verification of current Agency Errors & Omissions coverage.
  • Responsible for verification of valid Agency Licensing via SIRCON or other appropriate third-party system.
  • Responsible for maintenance, storage and quarterly reporting to Senior Management on executed Agency Incentive Agreements.
  • Creates and implements tracking and recognition for key Agent milestones including, but not limited to, production and agency anniversaries.
  • Collaborates as needed/requested with Marketing and Underwriting teams on Agency facing communications.
  • Participates in SOX compliance testing related to Agency contract administration as required.
  • Maintains, updates and recommends changes to procedural documents for all aspects of contract management position including but not limited to Agency Onboarding Checklist, Producer Application, Agency Survey and Producer Manual.
  • Collaborates with other teams/departments to ensure customer needs are understood and met.
  • Attends and actively participates in department and inter-department meetings and maintains professional relationships with others in the Company.
  • May perform other functions as assigned.


  • Bachelor’s degree or equivalent combination of education and experience is preferred.
  • Basic knowledge of computer programs in a Windows environment, including Word, Excel and email.
  • Prior experience working in a paperless environment.
  • Skilled in prioritization, organization, detail orientation and ability to meet deadlines.
  • Strong written and verbal communication skills.
  • Ability to work independently and in a team environment.

Additional Company Details

The Company is an equal employment opportunity employer.

Additional Requirements

Must be fully vaccinated and remain fully vaccinated against COVID-19*, unless prohibited by law.


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