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Company Berkley Mid-Atlantic Group
Location Name VA, Glen Allen - 4820 Lake Brook - Suite 300
The Chief Financial Officer (CFO) reports the company President and is a key member of the senior leadership team who must be willing to challenge the status quo while championing the strategic direction of the company. S/he understands the importance of culture, brand and market strategy, and has strong emotional intelligence.  The CFO provides leadership for development, implementation, & evaluation of policies and procedures, strategies and performance of the financial functions. Willing to embrace business insights and follow the key drivers of business, the CFO serves as a strategic advisor across the company.  Duties and responsibilities include but are not limited to: - Acts as a key finance/accounting leader and member of the Senior Leadership team with a strategic mindset that anticipates and plans for the future. - Acts as both leader and collaborator with the capacity to bring together cross-function leaders in a way that fosters collaboration and innovation. - Responsible for the financial management of both long and short-range planning while building scalable systems and processes. - Handles responsibility for management oversight of treasury, accounting, budgeting, premium audit, agency bill and accounts receivables teams and deliverables. - Provides financial reporting and forecasting that ensures the company’s financial viability. - Ensures appropriate reimbursement and maintaining of internal controls, ensuring a successful audit. - Understands in-depth the market opportunity, strategy and business model of BMAG while providing a unique perspective across all departments. - Monitors financial status of the organization working with the CEO on strategic direction. - Provides and executes on data, information and insights. - Understands performance trends and develops and implements strategies that optimize the opportunities. - Works with the president to achieve better results with a focus on accelerating speed of execution and delivering intended outcomes while driving out cost. - Leads the finance team, setting clear goals and expectations to achieve optimal performance. - Represents the organization within the Berkley Company, collaborating effectively with business partners, peer companies, and other WRBC departments as called upon.
ID
2020-4010
Primary Location
US-VA-Glen Allen
Company Berkley Mid-Atlantic Group
Location Name MD, Towson
The Territory Sales Manager is primarily responsible for growth through the achievement of sales goals for a Profit Center, and is typically responsible for 25 to 50 agencies.  The incumbent serves as overall RELATIONSHIP MANAGER and focal point of contact for agencies for planning, premium production, compensation and incentives, retention of agency relationships, service and resolution of issues.  The Territory Sales Manager is responsible for the overall agency plant in a given territory, including proactive prospecting (representation and penetration), active marketing of products and services, and consistent agency performance management.   The incumbent works closely on assigned accountabilities with the Profit Center leader, underwriting staff and other departments.  Principal responsibilities include but are not limited to:   - Achievement of premium production goals for the Profit Center including both new business production and renewal retention. - Creates and maintains an approach that aligns Middle Market and Small Commercial to provide a seamless experience to agents. - Leads annual business planning with each agency; periodic reviews of agency performance against plan; closely works with agencies on performance-to-plan including corrective actions and commission adjustment when appropriate. Internally, leads the related agency review process for the Profit Center. - Leads agency incentive programs, profit-sharing, situational compensation, overrides, and all aspects of agency compensation and related communications. - Dynamically engaged in the Profit Center’s new business pipeline and related processes and meetings, triage of key accounts, complex or problematic renewals, re-underwriting and cross sell initiatives. - Serves as the positive and proactive voice of the company to agencies, communicating general messages, appetite, company news and developments, etc.in a timely fashion. - Delivers agency training and education on products, appetite, services, systems and technology. - Influences and builds relationships by planning and executing agency business sessions such as Agency Board of Advisor meetings and periodic promotional business and entertainment events. Assures agency engagement and value delivered. - Serves as the eyes and ears of the company for market intelligence, competitor information, and industry issues in the assigned territory. Proactively develops and shares meaningful insights on company position vis-à-vis competitors, including areas of competitive advantage and disadvantage, and serves as thought leader for addressing them. - Leads agency prospecting, appointments, rehabilitation and terminations; finds ways to ensure efficiency of sales operations, assuring the Profit Center has the agency plant necessary to meet production goals. - Identifies and executes book acquisition/rolls. - Produces and manages agency metrics for the Profit Center. - Responsible for the effective administration and effective usage of a CRM tool such as Salesforce or the BMAG proprietary platform APS.
ID
2020-3869
Primary Location
US-MD-Towson

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