Associate Account Executive I

BERKLEY TECHNOLOGY SERVICES; Walnut Creek (CA); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Associate Account Executive to join their underwriting team. In this role, you will gather and present account information to assess risks effectively. You will utilize automated systems to rate and issue renewals and new business, ensuring quality service to agents and customers alike. This position offers a unique opportunity to develop your skills in a collaborative environment while contributing to a leading insurance provider's success. If you have a passion for customer service and underwriting, this is the perfect opportunity to advance your career.

Qualifications

• Bachelor's degree preferred with strong analytical and communication skills.
• Experience with underwriting and customer service is essential.

Responsibilities

• Participate in underwriting accounts and present information for risk assessment.
• Rate and issue quotes, renewals, and endorsements using BIS systems.

Skills

Underwriting

Customer Service

Communication Skills

Analytical Skills

Education

Bachelor's Degree

Tools

BIS System

Local Software Programs

Job description

Company Details

W.R. Berkley Corporation, founded in 1967, is one of the nation’s premier commercial lines property casualty insurance providers. Founded in 2004, Berkley Environmental has underwriting and account executive units in seven regions. Berkley Environmental offers an array of coverages for virtually all classes traditionally known to have environmental liability exposures on both an admitted and non-admitted basis. We provide a comprehensive portfolio of commercial property casualty insurance, automobile liability and workers’ compensation, along with claim services, providing expertise to meet the unique business needs of our customers.

Company URL: https://berkleyenvironmental.com/

Responsibilities

The Associate Account Executive participates in underwriting accounts by gathering, synthesizing and clearly presenting all specific account information to underwriting to decide on the risk.

The Underwriting Associate will rate and issue renewals, new business, endorsements, and cancellations using the automated facilities of the BIS system and other local software programs. Customer Service contact with the agents to develop information needed to process work, solve problems, and maintain good agency relations. Assist the Lead Underwriting Associate with training and quality assurance within the service area.

Key functions include but are not limited to the following:

1. Rate and issue more complex quotes, new business, renewals and endorsements through the BIS systems and other local software programs.
2. Obtain and review pertinent information needed to evaluate new business and renewals, as requested, according to prescribed criteria and authority.
3. Review, analyze, and process requests received from agents as directed. Take necessary action when requesting additional information needed to price, process, and produce business. Follow up with the appropriate internal and external customers.
4. Maintain quality and time standards as established.
5. Document files with the appropriate underwriting/rating information to assure activity, analysis and risk evaluation is clear, concise and completed, as directed.
6. Provide timely, courteous and efficient service to all internal and external customers.
7. Communicate in a timely and positive manner. Written and oral communication should be clear, concise and well organized.

Qualifications

• Bachelor's Degree preferred
• Rate and issue more complex quotes, new business, renewals and endorsements through the BIS systems and other local software programs.
• Obtain and review pertinent information needed to evaluate new business and renewals, as requested, according to prescribed criteria and authority.
• Review, analyze, and process requests received from agents as directed. Take necessary action when requesting additional information needed to price, process, and produce business. Follow up with the appropriate internal and external customers.
• Maintain quality and time standards as established.
• Document files with the appropriate underwriting/rating information to assure activity, analysis and risk evaluation is clear, concise and completed, as directed.
• Provide timely, courteous and efficient service to all internal and external customers. Communicate in a timely and positive manner. Written and oral communication should be clear, concise and well organized.
• The Company is an equal employment opportunity employer.

Sponsorship not Offered for this Role