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Berkley Prime Transportation is looking for an insurance professional who enjoys underwriting to join our creative, collaborative and hard-working team. The successful candidate will be responsible for helping start up an organization poised to achieve and exceed profitability goals through proper risk selection and account management by utilizing data and analytics.
Principle Responsibilities
- Review new and renewal commercial insurance risks and determine accurate classification of business, policy contract forms and pricing of risk; review and act upon pertinent risk information such as loss control reports, motor vehicle reports (MVRs), loss runs and financial statements
- Responsible for book management of an assigned agency territory, including achieving predetermined premium goals and profitability objectives, conducting audits on agency business, effectively communicating the company underwriting philosophy and assuring compliance of underwriting best practices
- Cultivate effective agency relationships; conduct agency visits, communicate expectations and make recommendations for agency action(s) when appropriate
- Provide guidance to Assistant Underwriters in technical matters of underwriting including, but not limited to, such procedures as coverages, cancellations, exclusions, endorsements and non-renewal action
- Assist in developing new products, coverage enhancements, and procedures that drive production and processing efficiency
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Berkley Prime Transportation has a new opportunity for an Assistant Underwriter to join our team! This role will provide excellent customer service, clerical assistance, support, and assistance to the Underwriting staff, Brokers, and Managing General Agents.
Duties and Responsibilities:
- 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
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Preferred Employers Insurance is a member of the W. R. Berkley Corporation, a Fortune 500 company, and voted one of the Best Places to Work by San Diego Business Journal four years in a row!
Are you curious, analytical, good with numbers and people? Come join our premium audit team and grow your career with us! Training provided, no premium audit experience required.
The Premium Audit Coordinator is responsible for learning the audit processes and guidelines to successfully evaluate final audits -both voluntary and physical. The primary role of the Premium Audit Coordinator will be to maintain and improve the audit department by performing the following duties: gaining knowledge to apply the guidelines of the California Workers' Compensation Uniform Statistical Reporting Plan, provide customer service support, assist with the administrative function of the department, analyze and evaluate fmal audits, and any other general duties or projects as assigned and deemed necessary.
RESPONSIBILITIES:
- Gain knowledge to apply company audit guidelines as well as those of the California Workers' Compensation Uniform Statistical Reporting Plan
- Analyze final audits to insure the appropriate premiums are being charged to the policy holders
- Assist with the administrative function of the Department
- Notify Underwriting of any potential issues discovered at final audit
- Answer customer service calls regarding a variety of issues related to Underwriting, Premium Accounting, and Audit
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Successful Quality Control Testing of policy administration system for validation of configurations measured against business requirements, approved regulatory filings, and proprietary products.
Duties and Responsibilities:
- Evaluate and tests new or modified software programs and software development procedures.
- Ability to create, modify, document and execute test plans supporting a wide variety of applications to ensure products meet organization standards and end-user requirements.
- Troubleshoot testing issues, and record test results.
- Review Quality Assurance metrics and identify resulting Quality Assurance improvements.
- Maintain a high level of customer support; create technical documentation to support changes.
- Coordinates with Development teams to resolve product defects.
- Communicate and coordinate effectively all phases of a project to ensure quality results.
- Ensure product releases follow project specifications.
- Develop and maintain strong working relationships with Shared Services Team within Berkley Technology Services and BSS Operating Unit personnel.
- Other duties as assigned
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Berkley One, a Berkley company, is hiring a Product Development Specialist. This job will be located in our Morristown, NJ office. The Product Development Specialist reports directly to the AVP of Product Development and supports the ongoing introduction of our products into new states. You may also assist in the development of new products and forms revisions due to regulatory changes. Duties and responsibilities include but are not limited to:
- Using all resources available to you, you will conduct regulatory research to determine each state requirements that will drive the development of forms and document your findings;
- Evaluate ISO and competitor forms filings as part of your upfront research and for potential inclusion into Berkley One’s future product suite;
- Work with your manager to draft and prepare personal insurance coverage forms that comply with the state’s regulatory requirements;
- Maintain documentation related to Berkley One’s products including forms lists, reference materials, legal workbooks etc.;
- Proofread final drafts prior to filing; and
- Support our team throughout the product life cycle from forms development through responding to objections.
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Preferred Employers has a great opportunity for a Manager, Safety & Health to join our team! This role will be responsible for managing and evaluating all safety & health service functions provided by the Risk Advisor staff to eliminate or reduce exposures to loss. The position will assist in the marketing of safety consultative services and company products in conjunction with company marketing objectives and goals.
The essential functions include, but are not limited to the following:
- Manages and coordinates assignment of Risk Advisor services, monitors consultation services provided to customers, provide support to staff to meet their responsibilities.
- Conducts performance reviews and makes salary recommendations for staff.
- Directs and provides consultative services to association customers to support Risk Advisor functions.
- Coordinates and participates in the planning and execution of workshops, seminars and meetings for customers or potential customers to develop new business for the company.
- Maintains regular communication relative to pertinent issues with other department staff and other appropriate company personnel.
- Maintains an understanding of laws, rules and regulations affecting the insurance mechanism relative to the services provided by the company.
- Analyzes staff development needs/monitors staff development & training.
- Keeps informed of innovative risk-mitigation approaches, new consultative tools and equipment used to address industry injury trends, then develops relative services to assist customers.
- Makes regular visits to existing and prospective customers for marketing purposes, as requested.
- Provides overall management leadership for the company and department.
- Will immediately report all harassing or inappropriate behavior to Human Resources.
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Designs, modifies, develops, and implements software components to support application programs and systems owned by the IT team.
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Primarily responsible to act as business leader selling commercial insurance products and developing relationships as a consultative advisor to our agency partners. Design tactical sales plans that provide profitable growth of respective segments while delivering on Berkley North Pacific profit and revenue goals. Leads and influences agents through creation of sales strategies and implementation of sales practices that further new sales and increase shelf space, profit, and customer retention.
Essential Duties and Responsibilities:
- Identifies opportunities by understanding market industries, including critical needs and buying habits; researching and analyzing sales options that differentiate Berkley North Pacific and its value proposition from competitors.
- Develop annual business plan for assigned territory that matches market potential, customer base, competitive environment and organizations underwriting appetite
- Motivates agents and drives performance to attain premium growth, profit, new business, and retention goals in the business plan. Leads and influences sales activities by building relationships with agencies, reinforcing sales strategies, and providing feedback.
- Assists in the development of proposals for the point-of -sales; participates in and coordinates the sales presentation
- Establish strong producer relationships through high visibility, clear knowledge of the company underwriting strategy and joint sales planning
- Primary owner of the agency relationship within the territory. Cultivates relationships that enhance value to both the agency and BNP. Maintains a responsive and visible presence to network and leverages relationships with center of influence.
- Facilitate working relationship between our distribution plant and commercial underwriter team.
- Owns the business development process and building of active pipeline of profitable new business and renewal retention
- Uses available automation tools to support the sales process and identify opportunities for additional account rounding prospects
- Works collaboratively with other business units to remove roadblocks and administrative obstacles to ensure that agents and brokers see Berkley North Pacific as easy to do business with
- Prequalify accounts that meet underwriting & financial benchmarks
- Recommends appointment of agencies. Makes recommendations to terminate agencies based upon results
appropriate depending on contract.
- Assess agency training needs, recommends, and sources ongoing training. Ensures that agents are aware and informed of BNP underwriting guidelines and that they have processes in place to operate within these guidelines.
- Manage agency compensation programs for participating agencies (e.g. profit-sharing, new business overrides, etc.)
- Actively participate in management of key producer relationships in the region, ensuring distribution channel alignment with business needs
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The Administrative Specialist role is Part Time, working approximately 25-30 Hours Per Week.
Responsible for multiple operations and underwriting support tasks which include but are not limited to; document imagery, underwriting report ordering and mail room operations.
- Utilize various computer systems to ensure the accurate flow of information to the appropriate end-user.
- Assemble paper and electronic policies for mailing.
- Code and route endorsements to either the Underwriting or Rating Department.
- Perform backup duties for receptionist.
- Process and distribute incoming paper and electronic mail.
- Collect, sort and prepare outgoing mail.
- Scan, index and route documents to ensure efficient downstream processing.
- Order various underwriting reports via on-line vendors (e.g. Motor Vehicle Reports, Federal and State Motor Carrier Filings)
- Maintain inventory of office supplies.
- Arrange office machinery maintenance calls (e.g. copy and postage machines, scanner)
- Perform other duties and participate in ‘special projects’ as assigned
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The Financial Analyst will perform analysis of financial information for financial statement and liquidity forecasting. This team member will also assist in the maintenance and creation of financial models and various financial reports used in the monthly corporate financial forecast.
Responsibilities
Responsibilities:
- Analyze financial information, including trends and forecasts.
- Develop, evaluate, and monitor short/long term corporate forecasting models.
- Analyze monthly/quarterly/yearly financial results and communicate important trends and measurements.
- Create various balance sheet, revenue, and expense forecasts for disclosures and business scenarios.
- Perform variance analysis and research to explain any differences.
- Maintain thorough knowledge of financial data/information sources.
- Prepare ad hoc analysis for management.
- Support the Financial Planning and Analysis process for the CFO by performing special projects such as analysis of trends and investigation of specific issues.
- Perform other duties as assigned.
- Conform with all company policies and procedures.
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The Stop Loss Claims Analyst performs a complete quality review and evaluation of all claim submissions received and logged in the David Young Claim System to determine whether the amount requested is eligible for reimbursement under the Stop Loss Policy in force. Duties and responsibilities include but are not limited to:
- Process an average of 5 to 7 claims per day.
- Maintain a processing accuracy of 99% or better.
- Determine, on a timely basis, the eligibility of assigned claim by applying the appropriate contractual provisions to the medical facts and specifications of the claim.
- Review and adjudicate claims within approved authority limits.
- Maintain assigned claim block and assist other team members while meeting departmental guidelines.
- Elevates issues to next level of supervision, as appropriate.
- Exhibit good organizational, oral communication and interpersonal skills while working with internal and external customers.
- Document rationale of claim decisions based on review of the contractual provisions, plan specifications and the analysis of medical records, etc.
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Berkley Accident and Health is seeking a full time Regional Sales Manager to develop profitable business initiatives in an assigned territory (N. Carolina, S. Carolina, Tennessee, Virginia and W.Virginia) by devising a detailed, focused sales plan to identify target markets needed to hit sales goals, directing distribution of Employer Stop Loss and Corporate Products in assigned region and any unassigned states through network of preferred producers, and creating new distribution outlets and facilitating marketing efforts to utilize alternative distribution methods, i.e. cross marketing through the Berkley family of companies, e-mail blasts and newsletters, and attendance at industry events and seminars. Duties and responsibilities include but are not limited to:
- Generate and facilitate high monthly volume of pre-qualified submissions for all authorized Berkley Accident and Health products
- Provide regular feedback to Home Office on successes and failures in the quote process to allow for adjustments and improve close ratio.
- Provide monthly updates on pipeline, current and future activity
- Continue to expand product education and develop cross-selling opportunities within territory
- Make a minimum of 12 calls per day to prospective customers to build a continuous chain of callbacks, prospects and new opportunities every week, facilitated by a minimum of 3-5 new face to face meetings per week.
- Be a proactive listener with customers by identifying needs and collaborating with Home Office to derive innovative solutions.
Office location is flexible and can be in any state in the Region
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W. R. Berkley is expanding their ERM team and have a vacancy for an experienced ERM or reinsurance practitioner with strong statistical and actuarial skills. Suitable for FCAS/ACAS, and will consider strong candidates who have stopped taking exams.The successful candidate will work closely with other ERM team members, other functions and senior management within corporate. The business focus of our ERM team also requires collaboration with colleagues across a range of disciplines in our operating companies. Key responsibilities include:
- Risk measurement and monitoring:
- Work closely with our operating companies to help them develop individual risk registers within a common template
- Help maintain Group risk register
- Assist with the development of appropriate metrics for risks identified in the Group risk register; collating and analyzing data and industry information to monitor risk
- Improve existing and develop new risk scenarios
- Drive development of a more focused approach to operational risk
- Risk reporting
- Creating and presenting analyses and reports on specific key risk areas for the Group’s senior management
- Support our international companies in their ERM reporting
- Assist with/produce internal ERM reports and presentations for ERM committee, Presidents’ meetings and Board meetings
- Assist with the production of, and improvements, to the ORSA report
- Produce ERM reports for rating agencies, and review terrorism and catastrophe reports
- Capital assessment and management
- Review and update capital allocation model and required capital model
- Undertake ad hoc risk/reward reviews to support specific strategic decisions
- Improve existing and develop new capital stress scenarios; develop processes to allow these scenarios to be assessed in a more efficient and timely manner
- Other
- Work closely with individual operating companies on specific risk related projects
- Assist with the development of less experienced team members
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- Bachelor’s Degree or equivalent work experience required.
- 3-5 years of adjuster experience handling commercial automobile property damage claims.
- Must possess a current Texas claims adjuster license; additional licenses a plus.
- Conduct and manage the investigative process, ongoing communication with the customer, and relevant external parties.
- Documenting files to include all key activities, contacts made, and statements taken, including a full outline covering all aspect of the claim requirements for resolution.
- Manage the claims payment authorization process to include the review and process of all claims payments to ensure the payments and handling of the claim were within company guidelines.
- Negotiation and settlement skills.
- Ability to follow detailed procedures and ensure accuracy in documentation and data.
- Ability to present information through the spoken or written word; listen well.
- Ability to communicate effectively with people from all backgrounds and uphold a high standard of customer service.
- Ability to identify and respond to current and future customer’s needs and provide excellent service to internal and external customers.
- Ability to use a win-win approach to resolve controversy.
- Recognizes differences in opinions and misunderstandings and encourages open discussion.
- Accepts individual responsibility for all actions taken. Holds self and others accountable to the organization and stakeholders.
- Strong computer proficiency necessary.
- Multi-jurisdictional experience preferred.
Core Competencies
- Attention to Detail
- Communication
- Conflict Management
- Customer Focus
- Decision Making & Problem Solving
- Ownership/Accountability
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POSITION SUMMARY/OVERVIEW:
The Administrative Services Clerk performs a variety of office support functions and may specialize in one area of office services.
ESSENTIAL RESPONSIBILITIES/FUNCTION:
The essential functions include, but are not limited to the following:
- Open, sort, and distribute incoming mail
- Identify and distribute specialty mail on a priority basis daily
- Print and sort checks, prepare for mailing
- Data entry
- Monitor and handle incoming faxes
- Prepare and scan claim documents
- Prepare and enter claim reports
- Provide backup coverage & assistance within the department
Administrative Services Clerk may specialize in one area of the claims processing function, such as mail & claim processing, payment & accounting transactions, or financial compliance.
Processing Mail and Entering Claims
- Research mail, reported claims and phone calls via a PC
- Open, identify and scan incoming mail
- Identify priority mail and distribute same day as received
- Accurate Data Entry
- Prepare, scan and store claim documents
- Scan and index incoming mail/documents using Captiva software
- Maintain and monitor performance of department scanner and printers (toner orders and replacement)
- Prepare and enter reported claims (P&C Claims, FROIs, etc)
- Prepare and process claim acknowledgements and/or confirmations daily
- Prioritize to enter the reported claim to meet statutory deadlines and/or performance guidelines
- Make phone calls to our accounts to request missing information on a reported claim
- Pursue clarification of coding and assignment of new claims with the Claim Handler or Office Services Supervisor
- Identify policy coverage, if appropriate
- Select/assign accurate codes to reported claims
- Correct entry errors upon request of Claim Handler/Office Services Supervisor
- Provide backup coverage and assistance within the department
Processing Payments and Entering Accounting Transactions
- Enter approved payment via the check menu and voucher process
- Generate payment within 24 hours of Claim Handler payment approval date
- Request vendor changes/additions to accommodate accurate payment
- Notify Claim Handler of low reserves; copy supervisors
- Pursue clarification of payment direction and/or billing questions with the Claim Handler
- Provide backup coverage and assistance within the department
Processing Financial Compliance
- Process the escheatment procedure at the direction of the Minneapolis accounting department and upon approval/clarification of the Office Services Supervisor or Claim Handler
- Submit requests for vendor addition/update
- Enter approved payment via the voucher process
- Assist with the distribution of Loss Runs (work comp)
- Assist with the Iron Mountain off-site storage logs
- Box up closed files, index and arrange for storage
- Pull, recall stored files as needed
- Provide backup coverage and assistance within the department
May perform other functions as assigned.
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This role will be responsible for transactional underwriting and functions associated with underwriting risks on behalf of Berkley One. Duties and responsibilities include but are not limited to:
- Review and approve new business, endorsements and renewals that fall within underwriting authority and company guidelines. Refer risks that fall outside authority or guidelines.
- Review risk management reports to identify and recommend risk management solutions and requirements
- Provide pro-active quote coaching for agents on new business submissions; align and convert referred accounts to new business
- Recommend service and risk management solutions at new line and other points of the underwriting transaction with agent/broker
- Manage book of business as it grows ensuring high quality and profitability of business
- Anticipate insured and agent needs and find service solutions
- Collaborate with Distribution, Marketing and Customer Service colleagues to ensure alignment and a consistent customer experience
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Job Summary
This position will provide processing and technical support to the Underwriting Department. This position will be assessed based on productivity, accuracy and thoroughness, and ability to learn and apply new skills.
Roles and Responsibilities
Responsibilities include, but are not limited to:
- Multi-line rating
- Issuance of multi-line quotes and policies
- Issue bind confirmations for new and renewal policies
- Process policy changes which include endorsements, cancellations, non-renewals, and reinstatements
- Resolve problems relating to processing and eliminate delays
- Inspection ordering and recommendation letters
- Responding to agent’s and insured’s requests for loss runs and copies of forms/endorsements.
- Reinsurance entries and cargo filings.
- Assist with submission and transaction set ups
- Assisting in the quality control /peer review process for the Underwriting Services team.
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This role will be responsible for transactional underwriting and functions associated with underwriting risks on behalf of Berkley One. Duties and responsibilities include but are not limited to:
- Review and approve new business, endorsements and renewals that fall within underwriting authority and company guidelines. Refer risks that fall outside authority or guidelines.
- Review risk management reports to identify and recommend risk management solutions and requirements
- Provide pro-active quote coaching for agents on new business submissions; align and convert referred accounts to new business
- Recommend service and risk management solutions at new line and other points of the underwriting transaction with agent/broker
- Manage book of business as it grows ensuring high quality and profitability of business
- Anticipate insured and agent needs and find service solutions
- Collaborate with Distribution, Marketing and Customer Service colleagues to ensure alignment and a consistent customer experience
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This is a great entry-level position with opportunities for professional development. In this role, you will participate in our formal training program and be assigned a mentor to guide you through learning all lines of commercial insurance. You will work in our systems to quote and issue policies and process account changes, while providing a high level of customer service and maintaining workflow standards.
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Our ideal experienced candidate is someone who has the desire to learn more about excess workers’ compensation, has a strong commitment to the company’s brand, and is a quick yet thoughtful communicator.
What you will do:
- Deliver exceptional service
- Consistently demonstrate knowledge and utilization of MEC’s value proposition and services.
- Meet or exceed service standards to our broker partners.
- Develop brokers regarding utilization of MEC’s value proposition.
- Engage, persuade and provide services to our customers that will meet their needs and assist in improving their workers’ compensation program.
- Demonstrate ability to identify services that would potentially be of most value to customers.
- Contribute to business growth
- Meet or exceed renewal account retention, premium and loss ratio goals.
- Meet or exceed new business premium and loss ratio goals.
- Coordinate with team members regarding new business target accounts.
- Provide recommendations for improvements to the underwriting risk evaluation approach.
- Develop expertise
- Adhere to department policies, guidelines and authority levels.
- Demonstrate excellent knowledge of MEC’s policy and endorsements.
- Demonstrate thorough analysis of risk, establishment of appropriate terms, and appropriate documentation to support analysis and terms.
- Submit referrals as required, including key account information and recommendations.
- Complete underwriting reviews of customers as needed.
- Remain knowledgeable and up-to-date regarding MEC resources, services, and outcomes of recommended services.