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.

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.

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.

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.  

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.

This position will support designated underwriters and their agents with lower risk transactions including but not limited to new business, inspections, endorsements, renewals and audits. Specific Duties • Review and Underwrite new and renewal business submissions for acceptability according to authority granted. • 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   May perform other functions as assigned.  

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

Under moderate supervision, reconcile surplus lines taxes by state and resolve any discrepancies that arise.  This position will also involve providing direct bill phone coverage and answering internal questions around insured’s accounts.  This position will be assessed based on customer focus, productivity, accuracy and thoroughness, and ability to learn and apply new skills. 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 Underwriting Manager will lead our production underwriting team to meet production and underwriting, profit and loss goals.  This individual will also coach and mentor their team in sales related, retail agency management in order to seek out and secure opportunities that drive surplus lines insurance products.   Specific Duties - Responsible for all production and underwriting (profit/loss) results for the production underwriting team - Lead and coach the production underwriting team through an advanced understanding of underwriting guidelines, state regulations, facultative reinsurance placement and OFAC regulations - Conduct performance management duties including KPI analytics - Participate on projects and initiatives as assigned by leadership - Review claims activity, loss control survey, and inspection reports for compliance with existing policies, handling exceptions as required and recommending improvements - Provide support to ensure accurate and timely servicing of accounts - Collaborate with other departments to resolve issues - Lead delivery of appropriate customer service levels - Determine and lead delivery of training and development based on individual and unit needs - Coaches, develops and provides feedback to associates - Manage relationships with WR Berkley regional carriers and territory teams – Work to initiate and execute cross selling strategies - Assist the production underwriting team with development and execution of sound action plans to drive business from key agents - Monitor, track and analyze the effectiveness of agency partnerships to support course corrections and decision making.   May perform other functions as assigned.

Performs routine business analysis using various techniques. Research best practices and supports developing the solutions recommendations for the current business operations. Work with internal and external customers to identify analytical requirements. Turns data into critical information and knowledge that can be used to make sound business decisions. Ensures the data provided is accurate, congruent and reliable so that the data is available for users for direct consumption or integration with other systems. Conduct analyses of functional business processes and functional business requirements and participate in the development of business cases in the support of process changes.   This role must understand how data is turned into information and knowledge and how that knowledge supports and enables key business processes. They must have an understanding of the business environment and an interest in going beyond the obvious, delving into the source, the definition, philosophy, and foundational roots of a data element to create information. They must work well within a distributed team environment.   • Provides design support for the development of business intelligence solutions. • Works on multiple tasks/projects as team member. • Participates in work stream planning process including inception, technical design, development, testing and delivery of BI solutions. • May participate in project management estimation process. • Works with internal and external customers and IT partners to develop and analyze business intelligence needs. • Provides input to business requirements for the design of solutions. • Identifies and provides input to new technology opportunities that will have an impact on the Enterprise wide BI systems. • Designs company-wide “views” and custom reports. • May perform analysis for a wide range of requests using data in different formats and from various platforms. • Researches business problems and creates models that help analyze these business problems. • Provides input to the development of information quality metrics. • Adheres to current standards. • Designs and delivers end-user training and training materials. • Trains users to transform data into action-oriented information and to use correctly.

The Marketing Technology Lead is a critical role in streamlining, developing, and implementing marketing content and solutions (digital or otherwise) between Information Technology and Marketing. The person in this role will be a key player in our growing marketing technology, collaborating with our Corporate IT partners, as well as participating in strategic communications at all levels to ensure our technology requirements, expectations for capabilities, focus on innovation and creativity align with our overall strategy as a fast-growing Company. This individual may also lead cross-functional teams in planning, organizing, and successfully executing marketing technology projects.   Responsibilities: • Design and implement a strategy for procuring, deploying, and customizing a cost-effective “mar-tech” stack. • Coordinate and or conduct training of “mar-tech” tools and resources. • Ensure that “mar-tech” tools are being used to full advantage – troubleshoot. • Manage back-end systems are working and scalable. • Lead creation of marketing dashboard. • Deploy CRM for Aspire. • Manage third-party data set integrations. • Create demand-driven content for digital properties – recommend content that corresponds to customer personas. • Assist in creation and editing of videos. • Orchestrate targeted email campaigns. • 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