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Works professionally, independently and in partnership with the executive leadership team to provide seamless support to the enterprise. Provides a wide range of administrative support from routine to complex requiring a high degree of planning and judgment. Understands business priorities and identifies process improvements to create efficiency and scale for the executive leadership team. Responsibilities will include exposure to and handling of sensitive and confidential information.
·Proactively manages executive’s inbox and calendars with attention to accuracy, detail and allocation of time to promote productivity and recognize the need to reprioritize as appropriate. Answers and screens telephone calls for executive leadership team.
·Coordinates travel in compliance with existing policies and procedures, ensuring effective use of time and resources. Negotiates corporate rates for lodging and meeting facilities for all CWG office locations.
·Assist in the preparation and confirmation of agendas and logistics in advance for various meetings, including individual meetings for President and executive leadership team, offsite meetings, team-based and campus social events. Assists with executive-level interview process by arranging and coordinating schedules, candidate travel, lodging and transportation.
·Prepares and/or proofreads publications and confidential correspondence, presentations and reports. Ensures proper approvals have been obtained before releasing correspondence. Compiles and creates PowerPoint presentations, charts and graphs, reports, spreadsheets and Word documents potentially including tables. Ability to convert narrative into appropriate format for indented audience. Coordinates and distributes monthly President’s update and weekly executive leadership team meeting agenda and handouts. Prepares and maintains files.
·Prepares and manages monthly expense reports for executive leadership team, reconciles invoices, and tracks budgets.
·Assist with new associate on-boarding, company organizational charts, updating Sharepoint site, and other administrative tasks as assigned.
·Assumes lead role in planning associate and agency-related events, e.g., All Associates Meeting, Super Producer, Agency Advisory Council, etc. Prepares and confirms agendas and logistics in advance. Responsibilities will include but are not limited to, securing venues, event communication, calendar management, travel arrangements, hotel accommodations, presentation materials, meeting room logistics including connectivity, catering, group activities, contract negotiations and budget monitoring.
·Supports annual operational planning process and annual planning meeting. Assists in creation of meeting PowerPoint presentations and Annual Operating Plan document. Secures meeting venue and caterer.
·Performs special projects as requested, e.g., employee recognition programs and/or events, United Way campaign, charitable contributions, exam proctoring, agency production reports, agent trips, etc.
·Communicates and coordinates requests/projects with corporate office (WRBC), e.g., annual reports and other company publications, meetings, corporate visits, etc.
·Performs various administrative duties including but not limited to invoice submittal/approval, photocopying, filing, ordering supplies, boardroom supplies, faxing and other related duties.
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The Risk Services Director provides strategic direction, coordination and evaluation of the entire Risk Services function. Proactively participates with the senior management team and functional department staff in developing and executing strategic plans to meet business objectives. Leads all strategic business processes and supporting programs that identify, measure, and monitor risks and exposures for Claims and Underwriting Departments. Assists in development of the Company’s middle market value propositions.
- Creates a positive work environment between all functional areas of the organization and closely coordinates with the leadership of the Regional Office Underwriting, Staff Underwriting and Claims functional areas to ensure enterprise alignment and strategy. Designs and maintains the enterprise system that supports all Risk Services functions, including reporting, productivity and balancing resources among various departments and operating units in accordance to demand.
- Responsible for key deliverables to the senior leadership team such as management reporting of risk assessments, development and implementation of appropriate and improved policies, procedures, productivity measures and quality measures. Develops workflows and researches technologies that allow user interface with underwriters, agents and customers.
- Directs special projects and investigative studies for both the field operations and technical services areas to continuously improve the expertise, service delivery approach and organization within the industry.
- Directly responsible for achieving annual budget, managing expenses, FTE and productivity. Assists with developing and is responsible for achieving the annual business plan through the selection, development, mentoring, and retention of talent. Provides frequent and specific constructive feedback to staff. Provides technical advice, direction and mentoring to staff.
- Manages the company’s geographic footprint to ensure superior service. Creates proficiency for each line of business and segment throughout the portfolio to assist in achieving profitability objectives; ensuring delivery of timely, high quality and profitable products and services throughout the portfolio.
- Oversees relations with the appropriate regulatory agencies and ensure awareness and compliance of all regulations.
- Advises at senior level on Risk Services issues relating to on-going and future operational issues throughout the organization.
Supervisory Responsibilities
Directly manages staff within the Risk Services Department. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
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Summary
Surveys business operations and consults with policyholders and underwriting to determine the type and level of exposures and controls needed. Determines customers’ ability to control the exposures by gathering information through physical surveys, program audits, loss history analysis, comparison to industry standards and customer interviews. Provides training, mentoring, specialized technical advice and counsel to staff and customers. Assists Underwriters with risk selection and ongoing account management.
Essential Duties & Responsibilities
Surveys commercial properties such as buildings, industrial operations, agri-business operations, and commercial vehicles to evaluate physical conditions, safety practices, and hazardous situations according to knowledge of safety standards, established underwriting guidelines and governmental regulations. Utilizes experience and technical expertise to survey large or complex operations as requested by supervisor/manager. Observes business operations and management practices to determine safety issues and hazards. Analyzes history of accidents and claims and inspects scenes of accidents to determine causes and to consult in development of accident prevention programs. Measures insured area(s), records description of operations, and photographs or drafts scale drawings of properties, to identify factors affecting risk acceptability and insurance premiums. 30%
Consults with insured in regard to activities and programs to control losses and improve safety. Confers with employees of insured, provides informational materials, and conducts training as needed induce compliance with safety standards, codes, and regulations. 10%
Prepares timely written reports of findings to assist the Underwriter’s risk selection process and makes recommendation to help accounts reduce potential for loss. 40%
Provides training, mentoring, specialized technical advice and counsel to internal staff regarding regulations, hazards and controls associated with area(s) of expertise. 5%
Maintains knowledge of regulatory standards (OSHA, DOT) and local and national codes (NFPA, ICC) through participation in continuing education opportunities. Performs miscellaneous office duties not limited to answering phone calls, emails and completing schedules, etc. 15%
Performs other related duties as assigned by management.
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Summary
Surveys business operations and consults with policyholders and underwriting to determine the type and level of exposures and controls needed. Determines customers’ ability to control the exposures by gathering information through physical surveys, program audits, loss history analysis, comparison to industry standards and customer interviews. Provides training, mentoring, specialized technical advice and counsel to staff and customers. Assists Underwriters with risk selection and ongoing account management.
Essential Duties & Responsibilities
Surveys commercial properties such as buildings, industrial operations, agri-business operations, and commercial vehicles to evaluate physical conditions, safety practices, and hazardous situations according to knowledge of safety standards, established underwriting guidelines and governmental regulations. Utilizes experience and technical expertise to survey large or complex operations as requested by supervisor/manager. Observes business operations and management practices to determine safety issues and hazards. Analyzes history of accidents and claims and inspects scenes of accidents to determine causes and to consult in development of accident prevention programs. Measures insured area(s), records description of operations, and photographs or drafts scale drawings of properties, to identify factors affecting risk acceptability and insurance premiums. 30%
Consults with insured in regard to activities and programs to control losses and improve safety. Confers with employees of insured, provides informational materials, and conducts training as needed induce compliance with safety standards, codes, and regulations. 10%
Prepares timely written reports of findings to assist the Underwriter’s risk selection process and makes recommendation to help accounts reduce potential for loss. 40%
Provides training, mentoring, specialized technical advice and counsel to internal staff regarding regulations, hazards and controls associated with area(s) of expertise. 5%
Maintains knowledge of regulatory standards (OSHA, DOT) and local and national codes (NFPA, ICC) through participation in continuing education opportunities. Performs miscellaneous office duties not limited to answering phone calls, emails and completing schedules, etc. 15%
Performs other related duties as assigned by management.
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Summary
Surveys business operations and consults with policyholders and underwriting to determine the type and level of exposures and controls needed. Determines customers’ ability to control the exposures by gathering information through physical surveys, program audits, loss history analysis, comparison to industry standards and customer interviews. Provides training, mentoring, specialized technical advice and counsel to staff and customers. Assists Underwriters with risk selection and ongoing account management.
Essential Duties & Responsibilities
Surveys commercial properties such as buildings, industrial operations, agri-business operations, and commercial vehicles to evaluate physical conditions, safety practices, and hazardous situations according to knowledge of safety standards, established underwriting guidelines and governmental regulations. Utilizes experience and technical expertise to survey large or complex operations as requested by supervisor/manager. Observes business operations and management practices to determine safety issues and hazards. Analyzes history of accidents and claims and inspects scenes of accidents to determine causes and to consult in development of accident prevention programs. Measures insured area(s), records description of operations, and photographs or drafts scale drawings of properties, to identify factors affecting risk acceptability and insurance premiums. 30%
Consults with insured in regard to activities and programs to control losses and improve safety. Confers with employees of insured, provides informational materials, and conducts training as needed induce compliance with safety standards, codes, and regulations. 10%
Prepares timely written reports of findings to assist the Underwriter’s risk selection process and makes recommendation to help accounts reduce potential for loss. 40%
Provides training, mentoring, specialized technical advice and counsel to internal staff regarding regulations, hazards and controls associated with area(s) of expertise. 5%
Maintains knowledge of regulatory standards (OSHA, DOT) and local and national codes (NFPA, ICC) through participation in continuing education opportunities. Performs miscellaneous office duties not limited to answering phone calls, emails and completing schedules, etc. 15%
Performs other related duties as assigned by management.
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The Commercial Underwriter-Small Business is responsible for underwriting commercial property and casualty accounts with low-hazard exposures within delegated authority level. Ensures policies are underwritten utilizing established underwriting workflows, processes and service standards. Manages portfolio to achieve profitable growth objectives.
- Assess submissions, categorizes and directs underwriting decisions to be taken. Communicates and delivers quotes and underwriting decisions, follows up on quote activity and provides accurate instructions for policy issuance.
- Follows underwriting best practices and adheres to documentation standards to ensure all underwriting documentation is complete and compliant with established standards.
- Ensures underwriting quality and profitability through application of the appropriate level of underwriting analysis based on risk complexity to accept, decline, modify, rate and quote accounts.
- Ensures compliance with underwriting strategies and regulatory requirements. Identifies and takes corrective action and/or collaborates with the appropriate area within the organization based on individual risk characteristics identified through agency reviews, Large Loss Analysis, risk control, etc.
- Owns all aspects of the new and renewal business underwriting process including acceptability and documentation at inceptions as well as subsequent validation through other sources including Risk Services, 3rd party data and on-line verifications. Reviews and responds back end underwriting reviews and new business audits.
- Monitors and performs analysis of account portfolio to ensure underwriting quality, loss ratio, mix of business and execution of corporate underwriting strategies for assigned agencies.
- Partners with primary underwriter and/or business development staff on accounts where special information or negotiations are critical to the successful retention of the business. Coordinates claims and risk services activities on accounts when appropriate.
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The Business Analytics Manager will lead, drive and participate in the cross-departmental collaboration to support business partners in making informed, data-driven decisions and promotes the advancement of Berkley Agribusiness' analytical culture and capabilities.
- Leads a team of Decision Scientists while using strong business acumen to identify and prioritize opportunities for improving business partner decisions. Uncovers new opportunities by leveraging analytic practices to design, build new, creative, high impact analytic solutions. Serves as a primary liaison for business partner(s) with other teams/departments (IT, BTS, consultants, regions, Finance, Data Science, etc.) to develop and enhance solutions that improve decision-making processes. Produces analysis and communicates insights that are actionable by business partners. Researches, designs, implements and validates solutions to achieve targeted outcomes.
- Partners with IT to access, explore and condition data. Develops and deploys solutions using data analysis, data mining, optimization tools, machine learning techniques and statistics.
- Produces data visualization such as charts, infographic and dashboards to communicate findings and actionable recommendations to internal stakeholders clearly and effectively.
- Promotes the advancement of advanced analytics capabilities, including business intelligence and predictive/prescriptive modeling.
- Serves as a catalyst in the evolution of BARS and the regional segment’s business intelligence capabilities and champion of self-serve analytics capabilities.
- Stewards for internal and external data sources, supporting data governance and the continuous improvement of data availability and data quality.
- Develops and maintains relationships with other Berkley operating units to capitalize on opportunities and efficiencies.
- Develops a high performing team through leadership acumen and execution. Demonstrates genuine care and delivers coaching to staff in order to further develop their skills set and performance for current and future roles. Provides frequent and specific constructive feedback on a regular basis. Contributes to the organization’s success by developing business unit and individual performance goals and measuring results. Provides recognition and acknowledgement of key achievements.
- Carries out supervisory responsibilities in accordance with the organization's policies.
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Continental Western Group
Internship and Development Program
Continental Western Group’s internship program immerses you in a variety of insurance business fields, tests your skills, enhances your business knowledge, encourages networking and offers assignments/projects in specific areas of study.
The CWG internship and development program seeks high potential candidates that demonstrate creativity, curiosity, innovativeness, entrepreneurial spirit and appropriate risk taking. The program provides access to the company’s senior leaders while also introducing a broad overview of insurance operations in claims, marketing, underwriting, analytics and the independent agency system.