This position provides support for payment processing, and manage and monitor customer receivable performance.   - Day to day processing of billing reports and financial handling, including but not limited to: applying lockbox payments, manual payment application and scanning, generating refunds, reviewing and applying suspended cash, investigating failed payment transactions, etc. - Foundational support of in the moment billing needs and inquiries from internal business partners or external agents/clients. - Collaborate with service and finance teams to recommend updates and process optimizations to increase quality and efficiency. - Special projects as needed. - Ability to work in various systems and analyze and research data and transactional based processing.

This position is responsible for building and managing a function and team that is responsible for all customer billing and other related transactions and reporting.   - Build billing function that delivers on our commitment to exceptional customer service. - Review and optimize current billing processes and application. Build new workflows and processes related to billing and receivables in support of the broader organization. - Participate in moderate to complex billing research and resolution in collaboration with Service, Finance, and/or IT Act as first level support of billing escalations and special handling. - Partner with Finance and IT to review end to end billing processing and provide new ideas and guidance on ways to improve client experience and handling efficiencies. - Coach and provide feedback to billing specialists and service team members on billing related interactions with agents/clients. Train where needed. - Engage in special projects in support of overall credit function. - Manage Billing Specialist.

The Claims Examiner II’s primary job function includes efficiently and effectively handling primarily basic, commercial first-party property and/or third-party general liability losses in a “paperless” environment.  The assigned caseload may include up to one-half intermediate-level losses.  An ability to communicate both verbally and in written form in a prompt, courteous and professional manner is essential. - Reviews and sets up new loss assignments in a timely manner in compliance with Department guidelines and best practices. - Establishes appropriate initial loss and expense reserves and continues to regularly evaluate the file for adequacy, accuracy and adherence to reserving guidelines. - Analyzes and interprets policy language in conjunction with specific loss facts to reach appropriate coverage decisions. - Drafts frequent coverage correspondence, including reservation of rights and coverage disclaimers in compliance with various state statutes and regulations. - Composes a variety of other detailed correspondence to insureds, claimants, attorneys, agents and Regulatory agencies - Proactively manages claim files from inception to closure, including identification and investigation of coverage, liability and damage issues, determination and efficient execution of an appropriate plan of action, and prompt, economical file resolution, in compliance with Department guidelines and best practices. - Appropriately and clearly documents all claim file activity, including current strategy, plan of action and exit plan in file notes. - Consistently demonstrates coverage analysis, investigation, evaluation and negotiation skills at a basic and frequently higher level. - Directs and controls the activities and costs of numerous outside vendors including independent adjusters, defense counsel and coverage counsel. - Effectively presents and discusses loss facts and issues in roundtable discussions to peers and members of management. - Composes and transmits in a regular and timely basis Large Loss Reports and other detailed reporting documents as appropriate. - Manages and monitors file caseload through the use of various resources. - Obtains all required state adjuster licenses and maintain them as required via compliance with mandatory continuing education requirements. - Demonstrated experience working with business users. - Other duties may be assigned. - Occasional participation in projects and initiatives lead by other departments and/or W. R. Berkley companies, including audits, workshops, focus groups, task forces, etc. - Initiates appropriate communication with members of management and other Departments. - Attends internal and external seminars and other training events and provide feedback to ppers and/or members of management.

Berkley Small Business Solutions seeks a VP-Distribution with significant experience in the recruitment, selection, and appointment of retail agencies (IA). Ideal candidates will have expertise defining, implementing and managing sales strategies to meet or exceed growth and profitability objectives. In addition, knowledge and experience of alternative distribution channels is desirable. This position will collaboratively develop and continually improve sales performance and translate key sales initiatives into action.   Essential Duties & Responsibilities: - Exhibit a thorough understanding of the Property & Casualty small commercial marketplace - Define and implement a small commercial growth strategy including: - Producer recruitment, selection, appointment and geographic placement - Producer contracting and compensation structure to incent growth and profitability - Identification and implementation of alternative distribution strategies - Define sales strategy and objectives by forecasting and developing annual sales targets and projecting expected sales volumes and revenue - Provides input on product development and marketing to improve competitive position - Develops accurate & timely new business forecasts & manages to these forecasts by tracking changing trends, economic indicators, competitors’ efforts and supply and demand - Consistently deliver superior business performance across KPI's, including quotes, issued policies, line and industry mix, and profit - Develops tactical sales plans/incentives designed to meet/exceed growth objectives. These objectives to include the capture of market share, new agency appointments, expanded distribution capabilities & revenue growth. - Maintains and shares feedback surrounding market conditions, competitive intelligence, customer needs/expectations specific to the small commercial marketplace. - Define and implement strategies to improve productivity of existing Independent Agency relationships - Define strategy and timeline to expand current distribution capabilities to include alternative markets (Association/Affinity), Broker/Consultant and Direct-to-Consumer - Coaching the sales team on a continuous basis to assess performance against key indicators - Maintains direct market visibility with consultants, brokers, business community leaders & target prospects.

Provide excellent customer service, clerical assistance, support, and assistance to the Underwriting staff, Brokers, and Managing General Agents. - Collect data, review, analyze, and rate new and renewal business (all states, multi-line) to provide a work up for the Underwriter - Navigate in rating and issuance systems for Truck business (all states, multi-line) - Issue policies in policy issuance system before the end of each month - Review policies to ensure they are issued based upon the terms and conditions outlined by the Underwriter - Examine and evaluate documents including declarations, applications, signed forms, MVRs, and all amendments to policies to ensure compliance with established company underwriting guidelines - Interpret and analyze underwriting manuals/guidelines, rating manuals, forms, and workflows for commercial lines business - Maintain knowledge of technical underwriting process and/or research information if needed;  participate in ongoing training as necessary - Handle various requests and/or inquiries from General Agents, Retailers, Insureds and/or Underwriters through phone, in person, and written correspondence - Provide routine servicing of policies as needs arise including drafting of endorsements - Order various underwriting reports to compile data for the Underwriters - Inform Underwriters of any underwriting issues immediately - Perform administrative duties for the department including writing reports and business correspondence - Meet with new agents for training; may include attending lunches or dinners off-site - Provide back-up services for others in the department

The Underwriter Trainee is responsible for analyses of potential and existing customers by gathering and reviewing information on the companies’ financial condition, loss and exposure history, and other relevant information to determine underwriting acceptability. Duties will also entail assessing economic acceptability of the risks and other important criteria that may affect the type of insurance coverage provided and premiums charged.     Under supervision, the person in this role will assess risk, set rate and coverage levels. The successful candidate will develop relationships with brokers through marketing efforts and daily interactions.  They will develop critical underwriting skills, through both independent and on-the-job training (e.g., job shadowing, mentorship, etc.).   It is expected that the person in this role will establish, support, and maintain effective relationships with peers, customers, and brokers/agents. The person will also focus on learning how to evaluate both new and renewal book of business from evaluation to the pricing of the risk.   Broker Management - Understand the relationship between the brokerage community and underwriting; includes importance of managing the expectations of and communicating underwriting decisions, requirements, and philosophies to brokerage community. - Maintain producer / agency contact log information in electronic databases. - Participate in broker visitations with underwriters to begin developing customer contacts.   Underwriting Duties - Evaluate risk characteristics of submissions to determine business opportunities in accordance with guidelines and company philosophy. - Review underwriting documents for accuracy prior to their release to brokers and/or company clients. - Learn to analyze coverage and limit requests to determine terms to be offer. Prices business in accordance with company guidelines. Assesses risk quality and compliance within company guidelines and initiates appropriate loss prevention actions. Orders and screens miscellaneous reports needed in the rating and underwriting processes, such as loss history reports, credit checks, outside inspections, loss control, etc. Pre-Underwriting Duties - Assist with the input of preliminary underwriting information; gather third party reports and information on submissions, according to priority ranking by the underwriting team. - Assist with pre-underwriting on renewals prior to the policy expiration date to determine whether notice of non-renewal or notice of a change in risk letters are required. Within guidelines. - Assist with gathering prior claim history information on renewals and utilize judgment to assist in determining extent of pre-underwriting or non-renewal.   Underwriting Documents Processing - Receive, accept and follow up for and evaluate additional information for submissions on hold status. - Follow up with producer to collect accurate lost quotation information. - Receive, accept and evaluate binder conditions. - Other duties and special projects as assigned.

The Associate Underwriter works within a production underwriting team to produce commercial insurance products for selected retail agency partners.  The products provided are Commercial General Liability, Commercial Property, Commercial Inland Marine, and Commercial Follow Form Excess.  The Associate Underwriter has a primary responsibility for policy issuance and ensuring that service standards and compliance guidelines are met.  The Associate Underwriter will analyze information and have the opportunity to connect with their assigned agency partners. Specific Duties - Under general direction, analyze renewal data, set up pricing using provided renewal pricing tools and issue renewal quotes and/or renewal policies as the guidelines dictate. - Assist other underwriters on assigned team with handling the issuance of binders, endorsements, cancellations, and, reinstatements for assigned agents within the service standard guidelines - Ensure underwriting files, service standards and compliance guidelines are adhered to and underwriting authority letter is followed at all times. - Rapidly evaluate, prioritize, and select most important tasks to handle for the assigned underwriting team. This includes but is not limited to: - Handling of assigned team’s general email inbox - Rating multi-location, multi-state accounts as needed for other underwriters on assigned team(s) - Ordering Loss Control reports from third party vendors when requested - Enter reinsurance cessions into reinsurance accounting system for payment reconciliation May perform other functions as assigned.

The Associate Underwriter works within a production underwriting team to produce commercial insurance products for selected retail agency partners.  The products provided are Commercial General Liability, Commercial Property, Commercial Inland Marine, and Commercial Follow Form Excess.  The Associate Underwriter has a primary responsibility for policy issuance and ensuring that service standards and compliance guidelines are met.  The Associate Underwriter will analyze information and have the opportunity to connect with their assigned agency partners. Specific Duties - Under general direction, analyze renewal data, set up pricing using provided renewal pricing tools and issue renewal quotes and/or renewal policies as the guidelines dictate. - Assist other underwriters on assigned team with handling the issuance of binders, endorsements, cancellations, and, reinstatements for assigned agents within the service standard guidelines - Ensure underwriting files, service standards and compliance guidelines are adhered to and underwriting authority letter is followed at all times. - Rapidly evaluate, prioritize, and select most important tasks to handle for the assigned underwriting team. This includes but is not limited to: - Handling of assigned team’s general email inbox - Rating multi-location, multi-state accounts as needed for other underwriters on assigned team(s) - Ordering Loss Control reports from third party vendors when requested - Enter reinsurance cessions into reinsurance accounting system for payment reconciliation May perform other functions as assigned.

The Actuarial Analyst provides support for wide range of actuarial services, under the direction of credentialed Actuaries.  Duties and responsibilities include but are not limited to: - Collecting, compiling, analyzing, and delivering data on a continual basis, including reconciling data and reviewing it for correctness, usefulness, and relevancy.  Core recurring data activities include the production of monthly financial reporting and rate monitoring deliverables, quarterly reserve analysis and rate indication deliverables, and annual product line reviews and planning.  Non-recurring data activities frequently arise for research and development projects. - Supporting pricing in the form of rate monitoring analysis, quarterly rate indications, product line reviews, and underwriting support for portfolio and large account pricing.  In addition to data responsibilities, duties include analyzing historical experience and permissible loss ratios to derive rate indications, reviewing bureau changes, and competitive reviews. - Supporting reserving in the form of monthly forecasts and quarterly reserve analyses.  In addition to data responsibilities, duties include analyzing actual vs. expected loss emergence and historical claim frequency, severity, and development. - Supporting research and development projects, including performing in-depth of analyses of particular areas of interest, developing new reports using business intelligence tools, increasing operational efficiency through streamlining and automation, and developing new analytics solutions including predictive and econometric models. - Consulting with stakeholders across diverse functions and with diverse skillsets to define problems, propose solutions, address questions, incorporate feedback and subject matter expertise, and iterate towards a final work product.  Interpreting the output of analysis to determine business implications and presenting results to non-technical stakeholders verbally and in writing. - Taking initiative to learn new concepts, tools, and processes with a goal developing the proficiency required to own recurring tasks and small projects with minimal oversight and direction. - Thinking critically and demonstrating initiative in proposing new or alternative solutions, identifying problems as or before they arise, and proposing potential research and development projects to support company objectives. - Studying for and passing exams required for obtaining the Fellow of the Casualty Actuarial Society credential.

The Senior Claims Examiner efficiently and effectively handling intermediate-level, commercial first -party property and/or third-party general liability (GL) losses.    - Reviews and sets up new loss assignments in a timely manner in compliance with department guidelines and best practices.  - Establishes appropriate initial loss and expense reserves and continue to regularly evaluate the file for adequacy, accuracy and adherence to reserving guidelines.  - Analyzes and interprets policy language in conjunction with specific loss facts to reach appropriate coverage decisions.  - Drafts frequent and complex coverage correspondence, including reservation of rights and coverage disclaimers in compliance with various state statutes and regulations.  - Composes a variety of other detailed correspondence to insureds, claimants, attorneys, agents and regulatory agencies.  - Pro-actively manages claim files from inception to closure, including identification and investigation of coverage, liability and damage issues, determination and efficient execution of an appropriate plan of action, and prompt, economical file resolution, in compliance with department guidelines and best practices.  - Appropriately and clearly documents all claim file activity, including current strategy, plan of action and exit plan in file notes.  - Consistently demonstrates coverage analysis, investigation, evaluation and negotiation skills at an intermediate level.  - Directs and controls the activities and costs of numerous outside vendors including independent adjusters, defense counsel and coverage counsel.  - Obtains all required state adjuster licenses and maintains them as required via compliance with mandatory continuing education requirements.

The Underwriting Analyst will assist the Berkley Transactional team with Representations and Warranties Insurance for Global Financial and Strategic Buyers acquiring North American Targets in most industry segments.  Duties and responsibilities but are not limited to: - Reviewing Merger & Acquisition Submissions - Financial Statement Analysis - Business Analysis -- Issue spotting - Transaction Document Analysis – Issue spotting - Preparing Indications - Negotiating Non-Disclosure Agreements and Joinders Berkley Transactional is a division of Berkley Professional Liability. Our Mission is to provide creative and customized insurance solutions that enable buyers and sellers in M&A transactions to execute their transactions efficiently and effectively.  We provide seamless execution, professional interaction, stable capacity with fair pricing, reliable coverage and professional claims handling. For more information, visit www.BerkleyTransactional.com.

Are you the host(ess) with the most(est)? Excellent! We want you to elevate our game when it comes to making events like webinars, LIVE social events, tradeshows, social gatherings and our overall client experience top-notch. You’ll be the go-to for all things client event-related. This means you’ll be reviewing contracts from our strategic partners, collaborating with your Sales and Marketing teammates, coordinating logistics with vendors, and dreaming up stand-out experiences for clients and prospects throughout the year.   Don’t worry about getting pigeon-holed in this position - you’ll spend a good amount of your brain power strategizing ways to leverage new and existing partnerships to attract, engage, and follow up with prospects and clients before, during, and after events. You’ll build on your knowledge of what it takes to grow brand awareness, generate leads, and retain clients in a fun, startup environment.   You’ll like this job if… • You’re a planner, you like things done “a certain way,” and you live and die by a good checklist • Your friends and family call on you to pull together the annual vacation plans • Your ideal event is one that starts with a blank template – that’s where your creativity really shines • Being micro-managed is not for you. You work best when presented with an objective to meet. “Tell me what we’re trying to do – I’ll take care of the rest” • The “are people going to show” jitters never shake you. Your ideas and communication strategy put those worries to bed every time • You like finishing tasks, but you get bored if you work on just one thing a day • The big picture excites you, but your real super power is executing all of the tiny details that bring it together in the end and you only want your name associated with top-notch work • You enjoy collaborating, but you feel comfortable making decisions independently Responsibilities.... • Responsible for all aspects of all client events including tradeshows, webinars, LIVE social media events, seminars, social gatherings, and more • Organizes and maintains the marketing events calendar and budget • Leverages strategic partnerships and affiliates to sponsor events, support interest groups, and promote our business • Works closely with sales and marketing teammates to develop plans and assets that build awareness around, drive traffic to, and convert leads from client events • Review, negotiate, and adhere to partner and vendor contracts • Leads efforts to brainstorm, research, design, order, and maintain inventory of promotional assets including equipment, swag, collateral, etc. • The subject-matter-expert for for all things postage and shipping • Tracks, analyzes, and reports results from events and event-related advertising and outreach efforts • Conducts market and competitor research as necessary • Helps build and maintain healthy sales and marketing contact lists • Actively pursues learning opportunities in design, digital marketing, marketing strategy, and event management as it relates to lead generation, brand awareness, sales enablement, and general marketing trends

The Sr. Claims Examiner focuses on Commercial General Liability and Auto claims.  S/her Investigates, evaluates, disposes and settles complex claims at higher liability limits and exposures with minimal supervision.  Duties and responsibilities Include but are not limited to: - Investigates, determines and evaluates coverage, liability and damages and setts proper reserves. - Holds a higher level of claims reserve and settlement authority as determined by Sr. Claims Management.  - Exercises proper judgment and decision making to analyze the claims exposure, to determine the proper course of action and to appropriately settle the claims.  Interacts extensively with various parties involved in the claims process.  - Professionally represents Company in client claims reviews with minimal management support.  - Recognizes and independently pursues excess insurance recoveries.

The Senior Loss Control Specialist provides occupational risk assessment and risk management services in support of developing and retaining select clients aligned with the business objectives of the company. In alignment with the assigned book of business, s/he also establishes the client’s risks management business plans, participates in the client risk management process and identifies and supports opportunities to enhance client management of occupational risk. Supports underwriting with risk selection and ongoing account management.  Duties and responsibilities include but are not limited to: - Conducts new business and renewal Loss Control surveys in support of Underwriting risk selection practices - Provides policyholder Loss Control services targeting loss performance improvement and retention - Collaborates with Underwriting, Claims, the policyholder and agent in the delivery and execution of Loss Control survey and service practices - Imparts strong technical and business skills across all major lines of coverage with peers, business partners and external customers - Supports the continual improvement and growth of the Loss Control Department through internal training and education, practice and procedure development, and process enhancement contributions - Fosters and sustains professional relationships with peers, business partners, policyholders and agents - Conducts multi-coverage line Loss Control surveys on a broad spectrum of industries of varying size and complexity in the Middle Market segment - Submits recommendations and manages their follow-up internally and externally to improve risk conditions - Facilitates, develops and delivers Loss Control services to targeted policyholders through analyses, planning and collaboration - Fosters relationships with policyholders and agents aligned to Loss Control objectives targeting brand recognition and value - Participates in individual and team-based agency visits focusing on the delivery of technical capability, policyholder support and brand value. - Shares existing and newly acquired technical knowledge with policyholders, agents, peers and business partners through training and education practices - Keeps abreast of industry and technical news and developments and share the knowledge gained with peers, business partners, policyholders and agents - Participates and contributes to internal, multi-discipline round table meetings targeting lessons-learned from losses

Directly impacts the company’s growth and profitability goals within an assigned territory and book of business.  Underwrites commercial property and casualty accounts by determining risk acceptability and pricing in accordance with established underwriting guidelines and within established authority level. Maintains autonomy in work and management of book of business in a fast-paced environment.Serves as the point of contact for assigned agencies and is responsible for the agency relationship.    BNP offers a hybrid work location model that is designed to support flexibility.   Primary Job Duties & Responsibilities - Manages a book of business with autonomy to make decisions within authority level consistently achieving company strategies and goals. - Assesses new commercial insurance risks and determines accurate classification of business, policy contract forms and pricing of risk. Accepts and prices risk in accordance with established underwriting guidelines and within authority level. - Reviews renewal accounts for acceptability by examining business operations, classification, contract forms and loss activity. Determines price in accordance with established underwriting guidelines and within authority level.  Reviews endorsement requests and takes appropriate action.  - Maintains accurate underwriting documentation and information to meet quality review standards. - Develops, expands and enhances agency relationships to promote profitability and growth of new business and the retention of existing business. Travel within or to assigned territory to meet with agents to enhance business relationships. - Leads or participates in agency training sessions. - Leverages agent relationships to drive new business opportunities via existing relationships as well as where there is no existing relationship; continually prospects for new opportunities through pipeline development. - Achieves or surpasses agency visibility goals to include both in person and virtual sales calls. - Acts as a business partner to agents. Uses strong negotiation skills and deep product knowledge to meet the needs of the customer. - Collaborates with claims, risk management and other underwriting team members as needed to ensure prompt and professional underwriting service is provided. - Participates in, and may lead, underwriting and agency meetings. - Identifies, innovates, and suggests new procedures, and opportunities to streamline department processes and workflows.  - Cultivates strong customer service skills including consistency, timeliness, and product knowledge.  Knowledge and Skills - Ability to represent Berkley North Pacific to external customers in a positive and effective manner - Thrive in a highly competitive and results-driven environment - Effectively organize, prioritize and manage multiple priorities - Communicate with a high level of professionalism with internal and external customers - Develop and maintain strong business relationships; and travel on a regular basis, including overnight. - Ability to work outside normal work schedule to fulfill responsibilities - Reasonable, regular, predictable attendance is essential.

Works with end users and internal staff to develop and translate business requirements for projects deliverables. Answers developer and end user questions through the development life cycle.   - Establish a strong relationship with our internal business units, as well as with other Berkley companies. - Collaborate with staff from all business units to understand and document business requirements for complex applications. - Define and document project scope, goals, objectives, and success criteria. - Recognize and address cross functional dependencies that arise during projects. - Identify gaps and process improvement opportunities in our production environment, on both business and technical sides. - Represent Verus and act as liaison on large cross company projects. - Facilitate requirements gathering sessions through face-to-face and WebEx meetings. - Translate business needs to detailed requirements for software development. - Provide requirements documentation to BTS for system enhancements. - Provide requirements documentation to Verus developers for Verus system enhancements. - Create documentation for new applications and systems. - Update existing documentation as needed. - Manage the testing process from start to finish. - Handle multiple projects simultaneously. - Complete mid to large projects with little supervision. - Train end users.

Working both internally and with external users: - Collaborate with development and testing teams to provide subject matter expertise, ensure that out of the box functionality is leveraged and assist in troubleshooting and resolving issues - Collaborates with internal and external developers and engineers as the subject matter expert for all programs policy management system questions related to data entry, rating and forms. - Participate in the development and planning of the User Acceptance Testing activities, including test plans and scripts, based on requirements. - Facilitate UAT execution phase and work with business lead and project manager to obtain user acceptance test signoff. - Resolve data quality problems. Activities include: Identify, assess, fix, document, and communicate quality issues in the way data is collected, stored, processed, or used. This may involve interacting with business users to resolve data quality problems using techniques such as root cause analysis as well as collecting user requirements. - Creating appropriate documentation that allows stakeholders to understand the steps of the data analysis process and duplicate or replicate the analysis if necessary. - Serve as a liaison between Program Manager, individual users, and technical teams to act as a “help desk” for the users. - Identify and translate business needs into clearly defined requirements, and create documentation inclusive of business use cases, process flows, data flows, traceability matrices and report mock-ups. - Plan, facilitate, and conduct requirements gathering sessions, meetings, and presentations. - Build strong relationships within the business units, support functions and the Program Manager to understand the business needs. - Proactively works to understand how the entire enterprise functions. Makes an effort to understand the underlying aspects of the business that drive management decisions.  - Analyze test results, identify issues and work with the programmers to get the issues resolved until product is ready for production. - Assist with data quality and reconciliation for programs premium and claims information in BCIM Data Warehouse

Key Risk is looking for an enthusiastic and experienced underwriter to join our team. The successful candidate will be responsible for contributing to achieving and exceeding the regions’ profit plan through proper risk selection, agency management, and communication of Key Risk’s value proposition.     Key functions and responsibilities include, but are not limited to the following: - Underwrites accounts up to $750,000 annual premium - Manage a book of business $5,000,000 to $7,000,000 - Develops and maintains relationships with 10-15 agencies - Responsible for a moderate number of agencies including partners with Advantage and/or Premier status within our Key Alliance agency structure - Achieves/exceeds planned accident year loss ratio, rate change, renewal retention and inforce premium goals - Takes initiative to recommend potential improvements in underwriting principles, techniques or appetite - Complies with insurance filings and regulatory requirements - Research new market niches, serve as an industry lead, and participate in special projects - Establishes a knowledge base of agency needs, staff, target markets, and contracted insurers - Performs agency evaluations and establishes agency goals within required time frames and expectations - Participates effectively in new and renewal team sales activities and Client Service Management (CSM) meetings to obtain and retain profitable business

The Broker Operations Manager will lead our company’s internal effort to increase business opportunities through our internal brokerage system, Berkley Connect.  This position partners with other Berkley operating units to maximize Berkley Aspire’s opportunity to quote internal standard lines declinations.  This position works across all functional areas to achieve operational excellence through continuous improvement of process efficiency and workflow. - Manage all broker operations activities including, but not limited to: o   researching and selecting the appropriate operational systems for broker operations o   overseeing office functions to assure efficient, timely, and high-quality services delivery, o   communicating with/responding to internal and external customer concerns o   handling all agent/broker appointments and paperwork o   managing the issuance of policies, endorsements, and billing for business placed. - Serve as the compliance lead for broker operations - Recommend and execute procedural changes to improve overall effectiveness - Exercises administrative judgment and assumes responsibility for decisions, consequences, and results within the department - Manage department quality and production standards for optimum results - Monitor performance according to agreed standards and take necessary action to communicate/advise/assist in performance management - Review, define, and manage process workflows, policies, and procedures - Develop self, and maintain knowledge in relevant field at all times - Create and maintain ad-hoc reporting tools and work with IT to develop comprehensive IT based reporting - Manage the completion of account transactions and claims intake when necessary

- Staffing and planning the review (reviews are staffed with claim professionals from WRBC operating units) - Interviewing departmental personnel and senior management - Coordinating the work of the review team members - Assessing the practices, procedures, and results of the subject department - Assessing the effectiveness of the organizational structure, staffing, and management information - Identifying improvement opportunities and developing potential solutions. - Coordinating with colleagues in IT, Finance and Underwriting to deliver a unified message to the operating units - Leading closing meetings and delivering feedback - Preparing the written report and recommendations - Following up on implementation of recommendations - Participating in annual risk assessment to help develop an annual audit plan