Wholesale Territory Manager

Berkley Management Protection (a Berkley Company)

Charlotte (NC)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

Berkley Management Protection seeks a Wholesale Territory Manager to oversee production and underwriting for new and renewal accounts in the assigned region. You will work with the Wholesale Director and RVP, manage wholesale relationships, and own submissions from quoting to binding and issuance.

The role requires a Bachelor’s degree and at least 5 years of management liability underwriting, with travel within the territory on a quarterly basis.

Qualifications

  • Bachelor's Degree and minimum of 5 years of management liability underwriting or related experience at an insurance company or agency or equivalent combination of education and experience.
  • Experience contributing to a high performing marketing/sales team in a high growth, fast paced environment.
  • Strong wholesale relationships within assigned territory.

Responsibilities

  • Responsible for new and renewal accounts which focus on underwriting and pricing risks in accordance with BMP’s business rules and personal underwriting authority.
  • Responsible for wholesale relationships within territory, maintaining existing and developing new relationships in support of region production and growth goals.
  • Take ownership of the lifecycle of the submission including quoting, filing all relevant documents, binding, issuing and obtaining signed and executed applications.
  • Support consistent underwriting best practices, in accordance with underwriting guidelines, to ensure rating, pricing, profitability, and structuring adequacy.
  • Fully engage with agency personnel by providing superior customer service.
  • Serve as a utility underwriter for the retail distribution channel as needed.

Skills

Wholesale underwriting
Interpersonal skills
Travel ability
Agency relationships

Education

Bachelor’s Degree

Job description

Berkley Management Protection offers a modular suite of management liability products through the GroveSM, their bespoke and easy to use platform where users can quote, bind and issue. Their Trellis Management Liability PortfolioSM of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.

Company Details

Berkley Management Protection offers a modular suite of management liability products through the GroveSM, their bespoke and easy to use platform where users can quote, bind and issue. Their Trellis Management Liability PortfolioSM of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.

The Company is an equal employment opportunity employer.

Responsibilities

The Wholesale Territory Manager role will manage all related production and underwriting tasks for new and renewal accounts required in the assigned region to promote written premium growth and favorable loss ratio results. The role will work closely with the Wholesale Director and RVP in the assigned region and will also be a utility underwriter for the retail distribution channel as needed.

  • Responsible for new and renewal accounts which focus on underwriting and pricing risks in accordance with BMP’s business rules and personal underwriting authority.
  • Responsible for wholesale relationships within territory, maintaining existing and developing new relationships in support of region production and growth goals.
  • Take ownership of the lifecycle of the submission including quoting, filing all relevant documents, binding, issuing and obtaining signed and executed applications.
  • Support consistent underwriting best practices, in accordance with underwriting guidelines, to ensure rating, pricing, profitability, and structuring adequacy.
  • Fully engage with agency personnel by providing superior customer service.
  • Serve as a utility underwriter for the retail distribution channel as needed.
Qualifications
  • Experience contributing to a high performing marketing/sales team in a high growth, fast paced environment.
  • Advanced product knowledge within the Management Liability suite of products (D'O, Cyber, EPL, Crime, Fiduciary, and MPL).
  • Strong wholesale relationships within assigned territory.
  • Empathy and understanding of the needs of our independent agents.
  • Will be an advocate for Berkley Management Protection customers and, as such, will be passionate about their brand experience.
  • An agile team player with strong written and verbal communication, negotiation and interpersonal skills.
  • Demonstrated ability to self-organize, prioritize and request help when needed.
  • Execution-oriented with attention to details driven by natural curiosity and competitive spirit.
  • Ability to travel in assigned territory quarterly.
Education Requirement
  • Bachelor’s Degree and minimum of 5 years of management liability underwriting or related experience at an insurance company or agency or equivalent combination of education and experience.
Additional Company Details

We do not accept unsolicited resumes from third party recruiting agencies or firms.

Additional Requirements

Location and Travel:

  • Office locations: Atlanta, GA; Charlotte, NC; Nashville, TN; Tampa, FL.
  • Travel: Ability to travel within assigned territory on a quarterly basis.
Sponsorship Details

Sponsorship not Offered for this Role

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