This newly created Analyst position will support our sales and distribution teams. The role requires discipline, strong analytic skills, attention to detail, and the ability to manage multiple projects simultaneously. Proficiency with Excel, pivot tables, data mining, and report generation are a must – familiarity with PowerBI is a bonus. Our data support team uses a variety of tools to gain and shave insights with the leadership team and teammates engaging with production partners. Specific responsibilities of this role are maintaining state and product line specific roadmaps, managing a database of commission arrangements, and generating regularly scheduled and ad-hoc reports.   Responsibilities: - Generate and distribute reports. - Update roadmaps (state=specific, product line-specific, production partner-specific) according to schedule. Make recommendations for improvements. Track progress since last update. - Help prepare for quarterly” deep dive” conversations focused on specific geographic territories or product lines. - Respond to data-related inquiries from internal customers in a helpful and friendly fashion. High premium placed on information accuracy and speed of response. - Other duties as assigned.

The operations leader will drive operations, innovation, and process improvement across all regions. The individual selected for this position will work closely with all areas of the company to interpret business processes and identify control points needed to ensure compliance with company-wide compliance programs and contributes to the successful achievement of business objectives. This includes, but is not limited to, Enterprise Risk Management, Business Continuity Planning, and Emergency Response programs. In addition, this individual will manage and coordinate office operations for all Berkley Aspire offices. Contributes to the successful achievement of business objectives through development and execution of efficient and effective business processes. Oversee the operations for three primary regional offices. Drives change management implementation.   Specific Duties - Responsible for the execution of the company’s Enterprise Risk Management review - Responsible for the review, updating, and testing of our Business Continuity Plan - Responsible for adhering to reporting and recordkeeping requirements  - Manage team of two direct reports to including performance management and retention. - Recommend and execute procedural changes to improve overall office effectiveness - Exercise administrative judgment and assume responsibility for executive decisions - 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 - Communicate and respond to internal and external customer issues - Develop self, and maintain knowledge in relevant field at all times - Plans, directs and executes the company’s vision by ensuring best practices are established, shared and utilized.  Recommends refining existing operations to ensure consistent and coordinated outcomes.  Ensures that continuous improvement processes are executed to support the achievement of business results and most importantly continued efficiency improvements and expense reductions.  Indirect leadership of cross functional teams will be expected. - Leads business operations through all stages; research, development and deployment for all Operation functions. Leads the development and deployment of vendor tools. Leads the change management planning, deployment and communications for innovative and new ideas. - Works in conjunction with the innovation team to execute and implement new ideas into the workplace and marketplace.  Will be the key leader in the change management process, from planning, developing, to execution and roll out. - Develops and maintains relationships with other Berkley operating units to capitalize on operation opportunities and efficiencies.  Demonstrates successful collaboration with operations teams and other Berkley operational wins.  Serves as liaison to facilities units, providing feedback and support as needed.  - Fosters a positive environment by modeling cultural expectations.  Attracts, coaches and develops talent.

The Underwriting Technician will provide processing and technical support to the Underwriting Department with a primary focus on submission clearance and policy issuance, ensuring all transactions meet production and quality objectives and are processed within company established service standards. This position will be assessed based on productivity, accuracy, thoroughness and ability to learn and apply new skills.   Specific Duties • Issuance of new and renewal policies accurately and completely within established service standards.   • Reserving, clearing and set-up of submissions and transactions in accordance with established procedures and quality metrics. • Timely and accurate processing of policy changes including endorsements, cancellations, non-renewals and reinstatements. • Issuance of bind confirmations for new and renewal policies. • Inspection ordering. • Research and respond to agent/insured correspondence, calls and inquiries including requests for loss runs and copies of forms and endorsements. • Multi-line rating.  • Assist with special projects as assigned. • Provide superior customer service to internal and external customers. • Models behavior that encourages collaboration, teamwork and open communication. May perform other functions as assigned.

Work with team to underwrite new business submissions and help service book of business and meet overall business objectives.   Risk transactions include, but are not limited to new business underwriting, inspections, endorsements, renewal underwriting and audits. - Review and Underwrite new business submissions for acceptability according to authority granted. - Serve as the primary back up for the Territory Manager and the Underwriting team. - Review and underwrite fast track and non-fast track renewals as needed, based upon authority granted, achieving renewal premium retention and rate change objectives. - 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 designated customer service standards. - 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 up to the authority granted. - Review inspections to confirm accounts written are consistent with preliminary underwriting information and refer to underwriter when the inspection reveals unacceptable risk characteristics. - Utilize various underwriting tools to determine acceptable risk characteristics, accurate classifications, insurance to value, calculate rates, etc. - Review audits and refer to underwriter based upon authority granted. - Assist with training, mentoring and coaching of less experienced team members.

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: o Handling of assigned team’s general email inbox o Rating multi-location, multi-state accounts as needed for other underwriters on assigned team(s) o Ordering Loss Control reports from third party vendors when requested o Enter reinsurance cessions into reinsurance accounting system for payment reconciliation May perform other functions as assigned.

Manage an assigned underwriting territory to achieve profitable growth, including underwriting new business, renewals, endorsements and other transactions. 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.  

As a Premium Tax Accountant, you will manage surplus lines taxes by state and resolve any discrepancies that arise.  This position will also involve providing customer support by answering internal questions around insured’s accounts.    This position is part of a dynamic team environment requiring high levels of collaboration and partnership.   • Research, correct, provide phone assistance and correspond with agents, policy holders, and mortgage companies regarding issues with billing, payment processing, installments, cancellation notices, audits, commissions, or refunds on a daily basis. • Coordinate with Underwriting and/or Agents regarding policy rewrites, receipt of monies for reinstatement and cancellations, and payment options. • Review, process, and mail notices, acknowledgements, monthly agent account statements and other correspondence. • Monitor email accounts and respond in a timely and professional manner to email inquiries and communications. • Prepare all daily cash deposits. • Maintain and monitor disbursements in the surplus lines tax account for timely funding of the account. • File and report surplus lines taxes for all jurisdictions. • Resolve any conflicts in surplus lines tax. • Assist with preparation for any audits relative to surplus lines tax. • Provide support to all interdepartmental personnel as requested or assigned. • Complete special projects assigned by management.

  The Marketing Technology Lead is a role focused on developing solutions that benefit the underwriting, distribution, and executive leadership teams. The person in this role will help share content and facilitate the flow of information. Key areas of responsibility are leading the creation of a mobile-optimized marketing “dashboard” for Aspire, leveraging the capabilities of Salesforce to greater advantage, and helping to manage certain digital properties. Some familiarity with HTML coding is a bonus but is not a requirement. Down the road, the opportunity to lead cross-functional teams in planning, organizing, and executing projects may present itself. Responsibilities –   - Lead creation of marketing dashboard. - Deploy CRM/Salesforce for Aspire. - Manage third-party data set integrations. - Recommend improvements to Aspire web site, agent portal, and intranet. - Deploy analytics to digital properties, email campaigns, social media accounts, and webinars to gather customer insights and drive engagement. - Deploy content across multiple channels. - Support ELT (Executive Leadership Team), marketing and communications team, distribution teams. - Collaborate with other Aspire personnel and segment-wide teams. - Other duties as assigned.  

Growth Executives serve as brand ambassadors to prospective and existing production partners. They work closely with business development underwriters, the marketing team, and others to drive awareness of Berkley Aspire’s value proposition, business model, underwriting appetite, and product portfolio. Through their knowledge and their efforts – agent/broker visits, representing Aspire at trade shows and industry events, digital outreach and other forms of lead generation and follow-up – Growth Executives are responsible for promoting Aspire, increasing the consistent flow of quality submissions, and increasing the volume of profitable premium.   A Growth Executive will have responsibility for a defined geographic area or distribution vertical. Success in this role is driven by the ability to form and strengthen strategic relationships; sales and analytic skills; a willingness to travel; a command of commercial insurance industry trends and dynamics; the ability to clearly and succinctly describe the competitive advantages of Aspire; collaborative skills and someone committed to being a dependable, selfless teammate; an attention to detail; entrepreneurial spirit; receptivity to new ideas; improvisational skills; and, demonstrated ability to be relentless and accountable when following-up.   • Communicating – in writing, in person, remotely - with appointed agents about new products, product extensions, and product launches. • Recruiting new 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 industry conferences and trade shows. • Recommending new tactics and strategies for promoting Aspire and our product portfolio. • 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 the VP of Marketing, Sales & Distribution, the executive leadership team, business development underwriters, and others.

The Small Business Unit Manager will be responsible for leading the production, underwriting actions, quality assurance and varied management functions of the small business unit team to drive profitable growth for the Small Commercial segment. The Small Business Unit Manager will assist, and be a key thought partner in the development, implementation and execution of the Aspire Small Commercial strategy.   • Manages, coordinates, directs and monitors the small business unit team • Lead and coach the unit to ensure understanding of guidelines, state regulations, facultative reinsurance placement and OFAC regulations • Accountable for staff selection, training, retention and development of assigned team • Responsible for the strategic allocation of resources, within staffing model, that will drive desired business results • Identifies issues/impediments to achieving business results and implements corrective measures • Lead delivery of appropriate customer service levels • Assist the small business unit team with development and execution of sound action plans to drive business from key agents • Oversees and is responsible for monitoring training and development based on individual and unit needs - Coaches, develops and provides feedback to associates • Monitor, track and analyze the effectiveness of agency partnerships to support course corrections and decision making • Assist with the development and execution of the Small Commercial strategy, including the design of underwriting guidelines around class, size, minimum premium, hazard grade, rates, etc. • Customize alignment and approach with each strategic partner through the implementation of creative solutions in process/structure/compensation to assure agile and appropriate response to each customer’s needs • Assist in the creation of a small commercial “ease of doing business” model (quick turnaround, service standards, etc.) • Assist in the development of a small commercial value proposition and ensure successful marketing of our products on a countrywide basis • Ensure execution of the strategic plan through alignment with all underwriting managers on segmentation, distribution and product strategies. • Responsible for the creation, monitoring and management of key underwriting metrics including submission activity, call activity, relationship mapping, production, rate change, rate application, loss ratios, expenses and quality • Participate on projects and initiatives as assigned by leadership • Models behavior that encourages collaboration, teamwork and open communication