Surplus Lines Insurance Broker for Growth & Partnerships

Berkley Small Business Solutions (a Berkley Company); Cincinnati (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Berkley Small Business Solutions (a Berkley Company) is seeking a seasoned Broker to facilitate insurance placements for trading partners. The role involves coordinating with multiple Berkley companies, quoting, binding, and issuing policies while ensuring Surplus Lines compliance and accurate data in Berkley Connect’s systems.

Responsibilities include collaborating with underwriters, transitioning accounts for servicing and renewal, and developing partnerships across teams to drive new business

Qualifications

• Strong understanding of insurance concepts and market forces.
• Surplus Lines Broker licenses in all states or ability to obtain them.
• Strong customer service proficiency.
• Well organized with strong attention to detail.
• Ability to work independently.
• Ability to understand priorities and meet deadlines.
• Good oral and written communication skills.
• Proficiency in Microsoft Office applications (Word, Excel, etc.).
• Strong results orientation, focusing on outcomes and deadlines.
• Entrepreneurial qualities, including trying innovative solutions, resiliency to change, and recognizing key priorities.
• Teamwork orientation, providing and welcoming open, honest, respectful, and constructive feedback.
• High degree of accuracy and thoroughness.
• Technical proficiency and the ability to learn and apply new skills.

Responsibilities

• Place coverage for trading partners with Berkley sister companies, leveraging capacity.
• Produce and facilitate the placement of insurance policies for opportunities submitted by retail trading partners to be written with other Berkley companies.
• Quote, bind, and issue policies for other Berkley companies that extend underwriting authority to Berkley Connect.
• Collaborate with Berkley company underwriters to quote, bind, and issue policies for companies that do not extend underwriting authority to Berkley Connect.
• Partner with the Account Management team to transition accounts for servicing and renewal activities.
• Ensure compliance with Surplus Lines regulations in the placement of Surplus Lines policies.
• Populate and update Berkley Connect’s Agency Management System with accurate and current information.
• Market Berkley Connect’s capabilities to trading partners to drive new business opportunities.
• Develop strong relationships with internal teams and other Berkley companies and assist management in establishing new partnerships.
• Monitor email accounts and respond promptly and professionally to email inquiries and communications.
• Complete special projects and other assignments as directed by management.

Skills

Insurance knowledge

Customer service

Independent work

Attention to detail

Communication skills

Office proficiency

Teamwork

Education

College diploma + 5+ years insurance experience

Excess & Surplus Lines experience (preferred)

Surplus Lines Broker licenses preferred

Tools

Microsoft Office (Word, Excel)

Job description

Berkley Small Business Solutions (a Berkley Company) is seeking a seasoned Broker to facilitate insurance placements for trading partners. The role involves coordinating with multiple Berkley companies, quoting, binding, and issuing policies while ensuring Surplus Lines compliance and accurate data in Berkley Connect’s systems.

Responsibilities include collaborating with underwriters, transitioning accounts for servicing and renewal, and developing partnerships across teams to drive new business