Responsible for creation, management and quality of New Business and Renewal submissions following all contractual rules and regulations. Submission entry and clearance will also require adherence to naming standards and filing procedures. Assist with office incoming mail and outgoing mail, motor vehicles records, commercial automobile filings and signed form follow-ups as requested by Underwriting or driven by standard departmental practices. Shared responsibility of delivery of policies and endorsements as well as assisting agencies requesting loss runs. Responsible for promptly responding to all agent/customer requests, analyzing and processing incoming correspondence.
Comply with contractual rules
Occasionally answer customer telephone calls
Analyze correspondence to determine action needed
Prepare correspondence and do follow up if necessary
Providing loss information to approved agents as requested
Review all new business policies to determine the agency assigned
Assign new business
Set up new submissions
Assist with delivery of New and Renewal policies
Assist with delivery of policy endorsements based on correspondence, customer/agent requests
Update files for agent changes
Assist department with commercial auto filings and motor vehicle records
Accuracy and integrity of data on the policies, endorsements and with all documents distributed outside or inside the organization
Meeting policy issuance standards for new and renewal policies
Meeting timeliness standards based on individual contract agreements and departmental standards
Meeting team timeliness and quality standards
May perform other functions as assigned
Basic knowledge of commercial insurance desired
Good organizational and communication skills
Must be detail-oriented
Working knowledge of Microsoft Word and Excel, Adobe Acrobat
Berkley Core Competencies
Customer Focus and Teamwork
Technical & Job Excellence
High school diploma or GED and two years office experience or post-high school education
Additional Company Details
The Company is an equal employment opportunity employer.
COVID-19 vaccine required unless prohibited by law.
Berkley is a company of people. People with knowledge, devotion, desire and determination. People who recognize that every detail of the insurance transaction is significant, that every person in our organization is important and that every task they accomplish makes a difference in our results. People who make up a caring family with a commitment to a common set of goals.