Berkley One (a Berkley Company) · 5 hours ago
Berkley One Solutions Specialist I
Berkley One is a modern insurance provider focused on delivering personalized risk and claims management. The Solutions Support Specialist I role involves providing exceptional service to agents and customers, processing policy transactions, and contributing to process improvements.
FinanceFinancial ServicesInsurance
Responsibilities
Deliver exceptional service to HNW customers and broker partners via phone, chat, and email
Handle inbound calls and service requests with professionalism, empathy, and urgency
Process policy transactions including quotes, endorsements, cancellations, and payments with precision. Ensure all interactions are documented accurately and thoroughly in the system of record. Verify caller and chat identity in compliance with security and regulatory standards. Set clear, appropriate expectations during every customer and agent interaction
Follow up proactively on open items and promise to ensure timely resolution
Provide empathetic support during first notice of loss and other sensitive situations
Act as the primary contact for agents, resolving policy inquiries and assisting with quote-to-bind processes
Offer technical support and live system training to agents navigating platforms like PAS, billing, and claims
Manage daily task assignments and ensure timely, compliant processing of service requests
Collaborate with peers and leadership to resolve complex issues and escalate when necessary
Meet or exceed production and quality metrics, consistently delivering service excellence
Contribute to process improvements by submitting Optimizations and participating in Innovation Challenges
Uphold service culture standards and behaviors that reflect the brand’s commitment to excellence
Other work as assigned
Qualification
Required
High school education or equivalent required
Incredible empathy and understanding of the needs of our insureds and their agents alike. You will be a proactive and conscientious advocate for Berkley One customers and are passionate about their experience
Exceptional verbal and written communication skills. Your communication style is flexible to the situation. You communicate clearly and with a purpose
Calm under pressure. You have excellent organizational skills, integrity, and great follow-through on tasks. You are comfortable challenging norms while working collaboratively with colleagues at all levels of the organization
You have a strong sense of accountability, fun and adventure
Natural curiosity. You love learning how things work, and you are always looking for areas to improve
Proficiency with technology required
Preferred
Minimum two years work experience in a customer solutions or service role ideally in a high-volume, relationship focused service industry or customer support environment preferred
Benefits
Competitive compensation
Paid time off
Comprehensive wellness benefits and programs
Employer funded health savings account
Profit sharing
401k
Paid parental leave
Employee stock purchase plan
Tuition assistance
Professional continuing education
Company
Berkley One (a Berkley Company)
Berkley One is a new personal insurance provider for those who have attained more in life and want even more out of life.
Funding
Current Stage
Growth StageRecent News
2025-12-05
2025-07-22
Business Wire
2025-02-19
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