Berkley Small Business Solutions (a Berkley Company) ยท 3 weeks ago
Underwriting Assistant
Berkley Small Business Solutions is a provider of commercial insurance products focused on non-fleet transportation and small businesses. They are seeking an Underwriting Assistant to support the underwriting and policy servicing processes, ensuring compliance with established company guidelines and providing operational support.
Auto InsuranceCommercial InsuranceEmployee BenefitsFinancial ServicesInsurance
Responsibilities
Supporting all phases of the underwriting and policy servicing processes, including systems support
Provide operational support as needed to assure efficient operation of the underwriting operations team
Demonstrated ability to learn and accurately perform multiple policy transaction processes (rate, endorse, renew, cancel, etc.) as defined in written procedure documents
Navigate across multiple IT systems to rate and issue truck business
Review, examine and evaluate documents including declarations, applications, signed forms, MVRs, and all amendments to policies to ensure compliance with established company underwriting guidelines
Interpret and analyze underwriting manuals/guidelines, rating manuals, forms, and workflows for commercial lines business
Assume responsibility for defining, managing and training others on specified policies and procedures
Measure and perform monthly analysis of completed policy transactions to confirm accuracy and identify potential improvement opportunities
Handle various requests and/or inquiries from agents, retailers, insureds by phone and written correspondence
Inform supervisor of any underwriting issues immediately
Perform administrative duties for the department including writing reports and business correspondence
Provide back-up services for others in the department
Provide assistance in the development of process flows for new program
Qualification
Required
Demonstrated ability to learn and accurately perform multiple policy transaction processes (rate, endorse, renew, cancel, etc.) as defined in written procedure documents
Navigate across multiple IT systems to rate and issue truck business
Review, examine and evaluate documents including declarations, applications, signed forms, MVRs, and all amendments to policies to ensure compliance with established company underwriting guidelines
Interpret and analyze underwriting manuals/guidelines, rating manuals, forms, and workflows for commercial lines business
Assume responsibility for defining, managing and training others on specified policies and procedures
Measure and perform monthly analysis of completed policy transactions to confirm accuracy and identify potential improvement opportunities
Handle various requests and/or inquiries from agents, retailers, insureds by phone and written correspondence
Inform supervisor of any underwriting issues immediately
Perform administrative duties for the department including writing reports and business correspondence
Provide back-up services for others in the department
Provide assistance in the development of process flows for new program
Self-motivated and results oriented
Capable of working with internal and external teams and partners
Superior customer experience skills
Positive attitude and professional demeanor
Demonstrated ability to meet deadlines, determine priorities and flexibility to adapt to changing priorities as needed
Strong computer skills, including Excel and Outlook, and the ability to master multiple policy systems
High school diploma required
Preferred
2 or more years insurance experience, commercial auto/general liability experience preferred
Experience with ISO rating/forms a plus
4-year college degree preferred
Benefits
Health
Dental
Vision
Dental
Life
Disability
Wellness
Paid time off
401(k)
Profit-sharing plans
Company
Berkley Small Business Solutions (a Berkley Company)
Berkley Small Business Solutions was formed in 2021 with the goal of providing a data-driven, seamless, efficient, and overall user-friendly experience when pursuing commercial insurance coverage.