Account Manager

Job Title

Under limited supervision, service clients with insurance policies written for Berkley Connect trading partners with Berkley sister companies.

This position can be located in our Scottsdale, AZ or West Chester, OH offices and will be assessed based on customer focus, productivity, accuracy and thoroughness, and the ability to learn and apply new skills.

This role is part of a dynamic team environment requiring high levels of collaboration and partnership.

Responsibilities include :

• Work closely with the Berkley Connect Broker to service insurance policies written for Berkley Connect trading partners with Berkley sister companies.
• Mentor and assist with training of more junior team members.
• Act as a single point of contact for agents, underwriters, and clients who have placed business with Berkley Connect.
• Service multiple lines of business including, but not limited to, Business Auto, Workers Compensation, Inland Marine, Professional Liability, Pollution Liability, Product Recall, Directors & Officers, and Employment Practices Liability.
• Enter and maintain policy transactions in Berkley Connect's Agency Management System.
• Manage policy premium billings and accounts receivable.
• Answer client questions via phone and email promptly and with professionalism.
• Interact with external brokers and internal underwriters and other stakeholders to process service requests.
• Ensure compliance with Surplus Lines regulations in the placement of Surplus Lines policies.
• Complete agency appointments and contracts for new Berkley Connect trading partners.
• Maintain and update agency appointments as needed.
• Answer incoming phone calls and monitor email accounts and respond in a timely and professional manner to inquiries and communications.
• Complete special projects assigned by management.

Qualifications include :

Additional Requirements :

While performing the duties of this job, the employee is regularly required to be seated for sustained periods of time; be able to pick up, pinch, twist, or keyboard; must be able to communicate detailed or important information accurately; distinguish sounds at normal levels (with or without correction) and be able to receive detailed information orally. The employee is occasionally required to move about the office to accomplish tasks; ability to reach in any direction; raise or lower objects or move objects from place to place; and hold onto objects. Occasionally, the employee may need to move or exert force up to 10 pounds. The employee is regularly required to operate a computer and other office equipment (phone, copier and printer).