This Position is responsible for assisting with preparation of weekly, monthly and quarterly financial analysis schedules of actual vs. budget variances. Prepare detailed annual financial budget and monthly financial forecasts. Provide financial analysis support to various areas of the company. Prepares and analyzes financial results related to inquiries from management.
- Monitors financial systems, procedures, and controls for accuracy, analyzes sufficiency of expense accruals and prepares monthly, quarterly, and annual financial statement journal entries and management reports.
- Prepares monthly and quarterly calculations and monitors significant financial statement items such as reinsurance, expenses (DAC, commission, etc.), and losses.
- Assists in the preparation of annual planning forecasts and other related planning inputs and exhibits. Provides modeling assistance to determine the impact of potential scenarios and plans.
- Prepares financial analyses and assists with special projects supporting operating units or corporate initiatives (accounting, systems, etc.)
- Assists in the preparation of monthly and quarterly management reporting on actual vs. plan results, providing variance analysis.
- Reviews financial accounts and prepares account reconciliations, adheres to and provides assistance with financial control (SOX) documentation, processes and procedures.
- Performs other related duties as assigned by management.
The Senior Claims Assistant reports to the Claims Operations Manager, is under moderate supervision and utilizes general understanding of department’s operation and objectives to provide administrative support and queue management related to claim payments, bill inquiries, coordination assistance and customer service to the claims department. Additionally, this position will train and mentor less experienced staff including modeling company core values, principles and guidelines. This position will answer general claim payment questions from customers and will act as a liaison for technical staff and internal/external customers in response to routine inquiries. Job functions are considered routine and predefined and require minimum evaluation. Claims financial processing activities will be conducted in compliance with the rules, regulations, and statutes of the WCAB and the State of California. The Senior Claims Assistant must be a team player. This position requires particular attention to detail, ability to reprioritize and is often task-oriented.
Key functions include but are not limited to:
- Manage assigned work queues by distributing and assigning total open activities evenly among the Unit’s team members.
- Serve as process owner and backup to departmental work queues, as assigned.
- Mentor and train less experienced staff as needed.
- Ensure work is completed promptly and within department’s goals and objectives.
- Provide customer service – answer telephones by the third ring and re-direct callers as necessary to properly respond to customer inquiries.
- Provide backup coverage during team member absences.
- Assist in the administration of claims by making follow up status calls to providers.
- Perform data entry to work diaries and create activity notes.
- Complete assigned work via diaries and work queues in a timely manner.
- Promptly escalate queue management issues affecting department timelines.
- Respond to all requests and inquiries from claims staff, vendors, and others as appropriate.
- Perform other duties as requested by the Claims Operations Manager or Claims leadership team.
Berkley Small Business Solutions 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.
Key functions include but are not limited to:
- Review new and renewal commercial insurance risks and determine the accurate classification of business, policy contract forms, and pricing of risk; review and act upon pertinent risk information such as CAB/FMCSA or 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 with underwriting best practices.
- Cultivate effective agency relationships; conduct agency visits, communicate expectations and make recommendations for agency action(s) when appropriate
- Guide the Underwriting and Operations Team 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
- Help coach and mentor the Underwriters and Assistant Underwriters with technical questions and processes
This role is located in our Scottsdale office on a hybrid schedule.
To support the Chief Operating Officer by providing executive-level administrative support, clerical support, event planning, project support, receiving clients and visitors, arranging travel and correspondence, and scheduling meetings.
- Coordinate complex scheduling and calendar management, as well as content and flow of information to senior executives.
- Prioritizes and manages multiple projects simultaneously. Follows through on issues in a timely manner.
- Format information for internal and external communication – memos, emails, presentations, and reports.
- Reading and analyzing submissions, letters, agendas, memos and determining significance; routing to appropriate personnel in a timely and efficient manner.
- Prepare executive responses to routine memos, letters, or correspondence.
- Prepare reports, collect, and analyze information; prepare presentations.
- Organize team communications and plan events, both internal and off-site.
- Contributes to team effort by accomplishing related results as needed.
- Prepare and develop a records management system; maintain and recommend changes to the records system when appropriate.
- Develop and utilize historical information; provide retrieval of information. Record meeting discussions and provide minutes.
- Maintain inventory and office supplies. Anticipate office needs.
- Maintain knowledge by attending professional and technical educational seminars and workshops; review publications; establish professional and personal networks within the industry.
- Provide clerical and general office support to other executives as needed. Delegate tasks and responsibilities to other staff members when appropriate.
- Maintains expense account records for assigned executives.
- Meets and greets guests, agents, and vendors.
- Answering and directing calls to appropriate parties, taking messages.
- Communicates instructions to individuals and/or departments from executives.
#LI-Hybrid
The Underwriting Manager, Renewal will oversee the underwriting support functions within the underwriting department and directly supervise the Renewal Underwriter team. They are responsible for oversight of all workflows and processes in support of the renewal underwriting teams, including the training, mentoring and development of assigned staff to ensure that all work is processed within company established service standards and in compliance with company quality objectives. The Underwriting Manager, Renewal will work closely with the Underwriting leadership team to implement and execute the Aspire’s Commercial Underwriting strategy to drive profitable growth and achieve business unit objectives.
Specific Duties
- Evaluate, accept, reject or modify risks within established underwriting guidelines and authority. Comply with company policies, procedures and rating plans when evaluating and managing risk.
- Responds to internal and external client inquiries.
- Monitor the workloads of Renewal Underwriters and make appropriate adjustments as needed to ensure all transactions are processed within company established service standards
- Monitors the workflow queues and moves work appropriately among team to ensure all work is being processed within the set department SLA times.
- Review and underwrite fast track and non-fast track renewals as needed, based upon authority granted, achieving renewal premium retention and rate change objectives.
- Provide subject matter expertise on systems, processes and procedures.
- Serve as the first point of contact for assigned team members as well as a referral authority as needed for the Renewal Underwriting team.
- Coach, train and mentor the Renewal Underwriting team including training of new hires and ongoing/continuing education of existing staff. Provide situational coaching and mentoring.
- Evaluate, monitor and recommend improvements to current processes and workflows to gain efficiencies for underwriting functions. Works with underwriting management to update processes, guidelines, procedures, workflows and training materials as needed.
- Performs research on issues and analyzes data to provide proposed solutions. Escalates proposed solutions to issues impacting performance of the Renewal Underwriting team.
- Participate in quality control reviews of staff on a regular and ongoing basis. Provide appropriate training and guidance to team as a result of the outcome of the quality control reviews.
- Work with the Core Underwriting Leadership to ensure underwriting objectives are being met.
- Operates according to underwriting authority as granted by Chief Underwriting Officer/Associate Vice President.
- Make sound risk and pricing decisions that achieve profitable loss ratios.
- Review team’s quality audits and refer to underwriter based upon authority granted.
- Recognize and create cross-selling opportunities for other company products when appropriate
- Works with team to boost morale, be a role model, and provide positive reinforcement.
- Continues to increase underwriting knowledge and skills. This may be done through formal education (AINS, ASLI, CPCU, CIC).
May perform other functions as assigned.
#LI-Hybrid #LI-RS1
The Sr. Underwriter will manage all related underwriting tasks required in assigned territory to promote written premium growth and favorable loss ratio results.
Key functions will include but not be limited to the following:
- Responsible for new and renewal accounts with a focus on acquisition including underwriting and pricing accounts in accordance with Acadia’s underwriting standards and personal underwriting authority.
- Evaluate, select, and price policies for assigned agencies to achieve underwriting profit (within underwriting authority), premium growth, desired business mix, market/agency penetration, and agency management objectives with a focus on new business. Refer risks exceeding authority to management with recommendations for approval or disposition.
- Develop and manage assigned agency relationships with producers and customers through visitations and regular customer contact.
- Evaluate the performance of assigned agencies on an ongoing basis to ensure company and agency goals and objectives are met. Participate in review and evaluation of agencies and make recommendations on agency management issues.
- Communicate corporate goals, programs, underwriting policies, procedures, and guidelines to agents.
- Monitor production, hit ratios, renewal retention ratios, spread of risk, and other production and quality measures.
- Request information needed for underwriting and pricing of assigned business.
- Conduct negotiations with assigned agents.
- Coordinate loss control, claim, audit and billing services as needed.
- Bind reinsurance, review certificates from reinsurers.
- Maintain a workflow for your assigned territory which meets all the standards and expectations of the department. Strive to improve processes within the Company to increase the level and quality of service provided to internal and external customers.
- Demonstrate a commitment to self-development. Manage larger agencies and complex accounts.
- Act as a resource for other in the department and provide direction to underwriters and support staff as needed.
- Negotiate facultative reinsurance on accounts where needed.
- Train or assist in training others as necessary. Help co-workers improve their skills by sharing your knowledge.
- Develop loss sensitive pricing approaches including retrospective rating plans and large deductibles.
- Assist in the training (coverages, new products) of staff.
- May serve as team leader with responsibility for an underwriting team. Including responsibility for workflow and service standard within the team.
As a Complex Claims Consultant for the Property team, you'll manage and/or monitor complex, high-exposure Property claims by providing technical advice and direction in the areas of coverage, investigation, reserves, evaluation, compensability and damages and well as defense strategy and resolution. You'll also monitor and provide departmental guidance on compliance related activities.
What you can expect:
- Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent
- Internal mobility opportunities - be part of our succession plan
- Visibility to senior leaders and partnership with cross functional teams
- Opportunity to impact change
- Benefits – competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education
We'll count on you to:
- Monitor complex and/or high-exposure claim files and directs the technical and tactical direction of the claims. Provides technical advice and guidance to claims staff through effective coaching and mentoring. Participates in pre-trial and roundtable discussions designed to assure timely and accurate claim file reserves and resolution of claim.
- Participate in the claim file / law firm audit process to assure compliance with company policies and procedures
- Manage and handle complex and/or high-exposure claims investigation and evaluation, including coverage, investigation, reserves evaluation of compensability and damages, recovery and resolution
- Participate in special projects designed to improve organizational performance
- Monitor, maintain and report on performance of outside vendors; serve as the single point of contact for vendor performance issues
- Coordinate and conduct technical training for claims staff
Berkley Aspire is seeking a Business Development Underwriter for our Florida east coast territory - candidates will work remotely and must be willing to travel throughout the state.
As a Business Development Underwriter, you will manage an assigned underwriting territory to achieve profitable growth, including underwriting new business, renewals, endorsements and other transactions. You will also identify new business opportunities and manage agency relationships.
- Develop relationships and educate agents within agency plant to maximize opportunities and achieve profitable growth.
- Initiate outbound calls to agencies to identify sales opportunities and collect agent intelligence.
- Achieve new business premium, renewal premium retention and rate change objectives.
- Within company guidelines and granted underwriting authority, evaluate new and renewal account information to determine risk acceptability, terms / conditions to be quoted, and pricing.
- Make sound risk and pricing decisions that achieve profitable loss ratios.
- Maintain underwriting quality score of 90% or greater. Document underwriting file to support acceptability and pricing in accordance with company guidelines.
- Achieve customer service standards, including established objectives for:
- New business quote turnaround
- Renewal quotes
- Endorsement, cancellation, audits and other transactions
- Policy issuance
- Provide detailed issuance instructions to ensure policy is delivered consistent with quoted terms and conditions and in accordance with established guidelines relative to policy construction.
- Review mid-term endorsement requests for acceptability and provide instructions for processing.
- Evaluate premium audit referrals to determine class acceptability and/or appropriateness of current exposure base. Adjust current term with acceptable changes to ensure company gets timely payment of adequate premium.
- Order and review inspections to confirm accounts written are consistent with preliminary underwriting information and takes action when the inspection reveals unacceptable risk characteristics.
- Assist with training, mentoring and coaching of less experienced team members.
- Determine if facultative reinsurance is needed and if so, factor reinsurance cost in gross pricing, complete cession procedures; documentation file, and follow established workflow procedure to ensure proper reporting / accounting.
- Utilize various underwriting tools to:
- Determine acceptable risk characteristics
- Determine accurate exposure classifications
- Set adequate property limits to accomplish appropriate insurance to value
- Rate and quote business to agents
- Support other underwriters as assigned when the other underwriter is traveling or out on vacation / sick time.
#LI-Remote #LI-RS1
The Director, Product Development and Analytics is responsible for the development of product and portfolio strategies that will maximize profitability and growth for BLG products. Through detailed analysis and use of internal and external data, the incumbent will establish competitive intelligence framework, rigorously monitor market conditions, adjust product strategies accordingly and will help lead the expansion of product into new segments and geographies. The role works closely with all BLG business units to ensure consistent strategic direction and reports to the BLG Chief Underwriting Officer.
Key functions will include but not be limited to the following:
- Manages product development, research and maintenance to enable the expansion of BLG into new segments and geographies
- Contributes to and collaborates with the Underwriting leadership team to develop profitability strategies across all products and segments
- Partners with actuarial to support the development of rate indications, and creates and implements state rate and filing plans
- Ensures rating and pricing adequacy is executed for all BLG products; adjusts action plans when necessary to ensure profitability
- Collaborates to develop Cat/aggregate management strategies and establish Cat risk monitoring framework
- Develops portfolio management strategies and strategic underwriting decisions to ensure financial and underwriting objectives are achieved
- Establishes competitive intelligence framework and monitors key competitor product and pricing activity
- Monitors emerging risks and trends and develops product strategies to address issues. Introduces new and enhanced coverages and/or pricing strategies as appropriate
- Recommends and develops new markets, products, services, and tools to support the business needs
- Develops and maintains relationships with internal underwriting, actuarial, distribution, IT, and operations teams in order to understand customer needs and provide excellent customer focus to address and meet policyholder needs
The Underwriting Technician provides excellent customer service, clerical assistance, support, and assistance to all internal and external staff (including and not limited to underwriting staff, brokers, agents, Berkley teams).
Key functions include but are not limited to:
- Collect data, review, analyze, and rate new and renewal business for new program
- Navigate across multiple IT systems to rate and issue truck business.
- Review, 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
- Handle various requests and/or inquiries from agents, retailers, insureds by phone and written correspondence
- Provide routine servicing of policies as needs arise including drafting of endorsements
- Order various underwriting reports to compile data for quote completion
- Inform supervisor of any underwriting issues immediately
- Perform administrative duties for the department including writing reports and business correspondence
- Provide back-up services for others in the department
- Provide assistance in the development of process flows for new program.
The Underwriting Assistant provides excellent customer service, clerical assistance, support, and assistance to all internal and external staff (including and not limited to underwriting staff, brokers, agents, Berkley teams).
Key functions include but are not limited to:
- Collect data, review, analyze, and rate new and renewal business for new program
- Navigate across multiple IT systems to rate and issue truck business.
- Review, 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
- Handle various requests and/or inquiries from agents, retailers, insureds by phone and written correspondence
- Provide routine servicing of policies as needs arise including drafting of endorsements
- Order various underwriting reports to compile data for quote completion
- Inform supervisor of any underwriting issues immediately
- Perform administrative duties for the department including writing reports and business correspondence
- Provide back-up services for others in the department
- Provide assistance in the development of process flows for new program.
Partner between IT and the business teams to provide software application support related to business analysis, data analysis, quality assurance testing, and help desk support related to a variety of software applications. Review, analyze and evaluate user requests, coordinate and monitor requests to a successful resolution. Document business requirements for small to medium system requests and test plans/test cases for all projects.
- Work with the customer community (Internal and External) and software development teams to deliver functional requirements and testing of user interfaces and data sources
- Monitor, audit and analyze activity in business data processing systems for proper data input, coding and interchange of data feeds between disparate source systems
- Identify, monitor, track and resolve production related system errors
- Elicit requirements using discussions, document analysis, use cases, scenarios, and workflow analysis on small to medium projects
- Define and execute test plans on all projects
- Review data in complex formats
- Participate on project teams, understanding project plans, roles, goals and timelines
- Perform all other duties as assigned
The AVP, Product Management and Corporate Underwriting will partner with key stakeholders to support the strategic development and direction of Berkley Aspire’s insurance product lines and Corporate Underwriting Department. The position is responsible for monitoring and supporting all aspects of product development and book performance to achieve Company revenue and performance targets.
- Collaborates cross functionally to support the development of product strategy with the goal of increasing growth and profit objectives.
- Participates in and supports discussions regarding retention and growth strategies through the integration of cross functional teams and technology enhancement projects.
- Collaborates cross functionally to coordinate delivery timelines, direct the implementation of product strategies or changes, and drive alignment and engagement for initiatives supporting product objectives.
- Performs data analyses concerning loss patterns, market forces, risk distributions, or book of business to evaluate the success of current strategies to either modify or create new strategies targeting production, product competitiveness, or underwriting profitability.
- Identify, research, create, implement, and monitor new/enhanced products, initiatives, market opportunities, including policy language, underwriting guidelines, forms, and pricing, in conjunction with business segment leaders across Aspire.
- Applies business and industry knowledge when identifying priorities and executing strategic product initiatives to achieve objectives.
- Partners with all business units to facilitate changes to processes or systems, or respond to questions, and ensuring communication to affected parties.
- Supports the maintenance of current products, filed product changes, and design and delivery of new products in development.
- Keeps abreast of distribution channel needs through involvement in agency facing initiatives, and regular Sales & Distribution strategies available in the industry.
- Develops working knowledge of industry ratemaking bureau, industry form releases and underwriting manual updates. Understands company exception rules and maintains knowledge of any changes. Documents and memorialize changes.
- Maintains working knowledge of rules, regulations and state nuances. Engages across functions to invoke needed changes or identify required training of Aspire associates.
- Assist with new technology implementation by acting as a business resource/product owner to help determine business rules, form attachment logic and overall system requirements.
- Develops, leads, and manages the Product Management and Corporate Underwriting Teams. Establishes and maintains the overall work cadence and, in partnership with Manager and Executive Management. Provides tactical direction to Product Management and Corporate Underwriting Team.
- Ensures successful delivery of work product and customer experience.
- Acts as a resource for Product Management and Corporate Underwriting team members to answer questions and solve complex problems.
- Oversees the Executive Underwriting team and handle referrals within executed Letter of Authority.
- Lead a team of subject matter experts who executes on technical training for both new hire associates continuing education for the Aspire Team.
- Other duties and responsibilities as assigned
#LI-Hybrid
Professional Liability and Casualty (advisor, influencer, partner, and resource for the enterprise. Contribute to, monitor, and influence Business Unit strategies, results, risk appetite, coverages, terms, conditions, pricing, guidelines, underwriting tools, and portfolio to deliver risk adjusted return goals. Facilitate corporate technical and data & analytic initiatives to improve management information, efficiencies, and long-term results. Address trends, emerging issues, and opportunities. Enhance education, communication and idea sharing and innovation throughout WRBC.
Responsibilities:
• With Segment Heads review, monitor and influence Business Unit strategy, results, risk appetite, forms, coverages, terms, conditions, pricing, guidelines, and underwriting tools. Make recommendations and influence change where necessary to deliver risk adjusted return goals.
• Lead the professional liability communities (e.g., E&O and D&O) comprised of the various Business Units writing professional liability coverages to educate, discuss emerging issues, share ideas and information, and highlight innovative developments.
• In conjunction with corporate actuaries, lead periodic professional liability state of the line studies and presentations. Working with the business units to develop action items as needed. Facilitate communication between CUO’s and product experts (e.g., via working groups, CUO meeting, maintain expertise database).
• Lead, coordinate, facilitate and/or participate in underwriting process, technical, and data analytic initiatives for the purpose of improving management information, efficiencies, and long-term results, addressing trends, opportunities, and issues. Initiatives would primarily involve multi-business units and/or multi-segments and would marry underwriting and data analytics and be both proactive and reactive.
• Transform data into information for action. Participate in data improvement and collection initiatives. Develop and/or improve management information, metrics, and analytics.
• Work with ERM and ceded reinsurance to optimize the structure of the reinsurance program to fulfill both Business Unit and enterprise needs.
• Facilitate communication among CUO’s and product experts (e.g., via working groups, CUO meeting and maintaining expertise database).
• Monitor cyber and coverage for other latent or emerging exposures offered by Business Units and the market working with Corporate Legal and Corporate Claims as needed to amend coverage grants and / or implement exclusions.
• Others to be determined as the role evolves.
Partnering:
Partner and coordinate with Segment Heads, Business Unit Presidents, and Chief Underwriting Officers, and various Corporate, Segment and Operating Unit functions (i.e., Underwriting, Operations, Product Development, Berkley Global Underwriters, Actuarial, Ceded Reinsurance, Claims, Enterprise Risk Management, Enterprise Product Support Services, IT, Data and Analytics, Compliance, Marketing and Project Management).
Location and Travel:
The position is preferably located in Greenwich, CT, but will consider other Business Unit locations. There is travel within the US and other W.R. Berkley worldwide locations. The overall amount of travel will be project dependent (approximately 30%).
The Sr. Claims Consultant is responsible for the handling, oversight and overall management of complex management liability claims, primarily Employment Practices Liability (EPL) and private company Director and Officer claims. S/he will analyze, coordinate and resolve claims within assigned limits of broad authority and with limited management direction. Key functions include but are not limited to:
- Manages complex investigations of management liability claims including identifying insurance coverage issues, liability, compensability and damages. Determines if a claim should be settled or litigated and implements an appropriate resolution strategy accordingly. Effectively manages loss costs and claim expenses.
- Manages all types of investigative activity or litigation on claims, including the posting of appropriate reserves in a timely manner. Coordinates discovery and litigation strategy with panel attorneys and/or counsel retained by the insured.
- Negotiates complex settlement packages through mediations and alternative dispute resolution mechanisms.
- Makes recommendations on claims processes and resolution strategies to management. Drafts concise and well written large loss reports for reporting to senior management.
- Prepares and presents claims to management and other internal business partners and clients.
- Works with attorneys, account representatives, agents, and insureds regarding the handling and/or disposition of highly complex claims.
Staff level position performing various duties related to the financial reporting process. Areas of responsibility include GAAP/Stat financial statement preparation and reporting, reinsurance accounting, reconciliations and monitoring cash flow. All functions focus on both accurate and timely completion based on the close schedule.
• Preparation of accurate GAAP financial statements and reporting packages as assigned, including journal entries, supporting schedules and analysis, meeting all due dates per closing schedule.
• Reinsurance accounting, reconciliation and reporting.
• Create quarterly/monthly reinsurance bordereaux to send to brokers
• Responsible for timely and accurate account reconciliations as assigned (including analysis and resolution of reconciling items).
• Responsible for the accuracy of results for assigned programs.
• Monitor cash settlements from both Profit Centers and Reinsurers.
• Assists in the support of internal and external audits/examinations.
• Active pursuit of continuous process improvement and progress measurement (metrics)
The Express Team Sales Manager role is responsible for overall development and new business production for the Express team. As the Sales Manager you will be responsible for working in conjunction with sales leadership in developing and executing strategies to drive sales growth, managing a team of sales representatives, and achieving premium targets. This role requires an in-depth knowledge and understanding of Intrepid Direct’s products and services and how we differentiate ourselves from other insurance providers. This role may also carry production responsibilities.
- Lead and inspire the express team to achieve sales objectives, providing guidance, coaching and mentoring to team members.
- Set clear performance expectations, track individual and team performance and provide constructive feedback to maximize sales effectiveness.
- Supervise, audit, and analyze the effectiveness of agreed upon metrics of team members
- Monitor sales activities, pipeline and conversion rate, using sales analytics and CRM systems to track progress and identify areas for improvement
- Prepare regular sales reports, forecasts, performance metrics
- Develop and implement sales training programs and workshops to enhance the sales skills and product knowledge of the sales team
- Collaborate with sales leadership on express team strategies and plans for achieving premiums targets and driving business growth.
- Obtain expertise in our CRM.
- Responsible for data quality in CRM for accounts owned by the express team.
- Work with sales leadership on the development of overall Sales process; including creating and documenting guidelines for the express team.
- Collaborate with Underwriting, CSA, Marketing and other departments to achieve results
- Enrich and execute value proposition for Express Team
- Stay updated on industry trends, customer challenges to proactively adapt sales strategies and capitalize on market shifts.
The Senior Underwriting Assistant at Berkley Specialty Excess is responsible for the lead position supporting assigned underwriting region(s) with the overall goal of providing assistance in retaining customers and developing new business opportunities.
Consistently demonstrate underwriting discipline through adherence to company’s underwriting approach and guidelines:
- Exhibit general knowledge regarding liability insurance, underwriting risk analysis, policy forms, endorsements, and IT applications.
- Adhere to underwriting department policies, guidelines and authority levels.
- Process new and renewal account submissions and prepare for Underwriter review.
- Process binders, policies, and endorsements in a timely and accurate manner.
- Continually evaluate and improve underwriting operations workflow, systems, and business practices
- Responsibility for developing and managing automatic renewal strategy on select business.
- Evaluate coverage requests and make recommendations to the underwriter.
- Perform account research as directed by the underwriter.
- Assist underwriter in managing work flow and follow-up items.
- Develop knowledge regarding the current book of business and assigned brokers.
- Provide a high level of service at all times to both internal and external customers.
- Provide Quality Review of Underwriting Technician work including roll-overs and renewal solicitations.
- Generating, maintaining renewal processes, procedures, and workflow
Customer and Broker Relationships
Service brokers and clients to meet or exceed their expectations:
- Participate in client calls with determined accounts (new or renewal) to demonstrate company’s value.
- Develop identified broker(s) to utilize company’s value proposition in the positioning of new and renewal accounts.
This is the most senior role in the Infrastructure and Cloud function with global accountability. The SVP of Infrastructure and Cloud is responsible for the delivery of all IT infrastructure and related technical operations along with enterprise architecture.
This position has equal focus on operational execution and transformational initiatives and requires a high degree of collaboration with other technical and business leaders to ensure our solutions are business aligned. This role ensures that day-to-day delivery of Infrastructure services meets or exceeds business expectations and works to ensure continual improvement on SLAs and communication. He / she responds to industry trends by helping business leaders facilitate the decision-making process and providing actionable recommendations on initiatives and policies to help the organization innovate and drive toward targeted business outcomes. This role is also the senior stakeholder and owns all relationships with externally sourced infrastructure and related technical operations capabilities.
Strategic and Operational Planning and Execution
- Collaboratively sets the mission, vision, and strategy of the Infrastructure organization to maximize the success of business and IT enterprise initiatives.
- Responsible for all operational infrastructure and works collaboratively to ensure a stable and secure environment.
- Develops and controls the annual Infrastructure budget to ensure that it's consistent with the overall strategic objectives of IT and the enterprise and is within plan. Creates a culture of continuous cost optimization.
- Develops and executes a strategy to improve business value that the Infrastructure function provides, and continuously seeks to ensure alignment to customer needs.
- Provides strategic direction and oversight for the full life cycle of IT systems, working in close partnership with peers, and identifies where common approaches, solutions, and shared platforms provided by Infrastructure could drive efficiency.
- Helps the enterprise find the right balance between enterprise risk and agility. Steps up and communicates key technology recommendations to business and IT leaders to get buy-in.
Build and Maintain Relationships
- Builds successful stakeholder relationships with other IT and business key leaders by developing a clear understanding of business needs, acting as a trusted advisor, and ensuring cost-effective delivery of IT services to meet those needs.
- Collaborates with the Chief Information Security Officer (CISO) to ensure infrastructure contributes to, embraces, and applies security strategy.
- Collaborates with peer IT Leaders to ensure knowledge and insight can be freely shared.
- Negotiates and influences partners and providers to ensure the best outcomes for infrastructure and the broader business.
- Traverses organizational boundaries both horizontally and vertically to build the most effective stakeholder alliances.
Drives Innovation
- Partners with IT and business leaders to identify and prioritize opportunities for significant technology/process improvements.
- Introduces innovative, differentiating infrastructure and related operations capabilities that enhance our overall competitive capabilities and enhance employee productivity.
- Keeps track of trends and provides direction on what emerging technologies should be incorporated into Infrastructure products and services to successfully deliver overall IT strategy.
- Seeks out new technologies and partners offering competitive advantage. Pushes Infrastructure to lead in innovation, not just follow and support.
- Develops and applies standards and minimal viable architectures informed by the business strategy.
- Develops the maturity of Infrastructure to improve efficiency, deliver new innovations and increase collaboration with other IT and business areas (e.g., through Agile, DevOps, platform, and product approaches).
- Champions Infrastructure involvement in the organization's innovation efforts and encourages experimentation with new solutions to avail business opportunities.
Executes Against Business Priorities
- Works with the IT senior leadership team on the service portfolio and governance required to prioritize resources, including budget. Works with key stakeholders to measure and prioritize technical debt remediation.
- Develops business cases that appropriately weigh costs and benefits and collaborates on decisions.
- Improves IT resilience by executing strategies that improve reliability and disaster recovery readiness.
- Continuously evaluates the business value of Infrastructure, including the use of metrics such as Key Performance Indicators, Outcome Driven Metrics and Objectives and Key Results.
- Defines, develops, and manages a comprehensive and integrated IT Service Management (ITSM) landscape, based on best-practice processes, disciplines, and related toolsets. This includes delivery of a comprehensive IT asset management program.
- Drives the adoption of (and commitment towards) service improvements through a programmatic approach to continuous improvement which also measures impact and shares results.
Team Leadership
- Designs, develops and empowers a strong and diverse Infrastructure team.
- Directs the development of an Infrastructure sourcing strategy and provides executive oversight for strategic vendor and partner relationship management.
- Works with HR and the IT leadership team to develop and execute workforce plans that ensure Infrastructure can supply skilled resources to meet demand.
- Builds a compelling employee value proposition for Infrastructure, attracting and retaining great talent.
- Contributes to a culture of inclusion, learning, and transparency.
Berkley Aspire is seeking a Distribution Executives to serve as a brand ambassador for our Specialty Select and Aggregator businesses. In this role you will promote Aspire to prospective and existing production partners. You will work closely with business development underwriters, small business underwriters, the marketing & communications team, sister companies, and others to drive awareness of Berkley Aspire’s value proposition, business model, underwriting appetite, and product portfolio. With you knowledge, contacts, agent/broker visits, representation of Aspire at trade shows and industry events, and digital outreach, you will promote Aspire, increasing the consistent flow of quality submissions, and increasing the volume of profitable premium.
We are flexible on location for this opportunity - it can be located in one of our three offices (Scottsdale, Richmond, or West Chester OH) or it can be remote.
In this role you will be responsible for:
- Communicating – in writing, in person, remotely – with appointed agents about new products, product extensions, and product launches.
- Strengthening relationships with appointed agents.
- Identifying affinity marketing and/or alternative distribution sales opportunities.
- Collaborating with underwriters, the marketing team, the executive leadership team and sister companies.
- Encouraging agents to submit opportunities consistent with our underwriting appetite to Aspire.
- Driving profitable premium growth across all distribution segments/verticals.
- Representing Aspire at meetings with production partners and at industry conferences and trade shows.
- Recommending new tactics and strategies for promoting Aspire and our product portfolio.
- Formulating distribution strategies for each state and maintaining state-based roadmaps and relationship maps for key accounts.
- Providing actionable feedback, business intelligence (i.e., competitors, threats to the business, coverage gaps, rate trends, emerging markets, etc.), and “voice of the customer” insights to team members, the VP of Marketing, Sales & Distribution, the executive leadership team, business development underwriters, and others.