Account Manager

Responsibilities

• Work closely with clients (insureds) and agents to service insurance policies written for Berkley Connect trading partners with Berkley sister companies.
• Serve as the primary point of contact for clients, agents, underwriters, and other internal partners who have placed business with Berkley Customer Sales and Service Center.
• Service multiple lines of admitted and non-admitted business including, but not limited to, General Liability, Property, Business Auto, Workers Compensation, Inland Marine, Commercial Umbrella, Excess Liability, Professional Liability, Pollution Liability, Product Recall, Directors & Officers, and Employment Practices Liability.
• Enter and maintain policy transactions in Berkley Connect’s Agency Management System.
• Manage policy premium billings and accounts receivable.
• Develop the ability to answer both basic and complex inquiries.
• Handle all inquiries that require a license.
• Answer client questions via phone, email, chat, text, Self-Service Portal.
• Ensure compliance with Standard Lines and Surplus Lines regulations in the placement of Surplus Lines policies.
• Respond promptly and professionally to incoming phone calls, chats, emails, text, Self-Service Portal.
• Identify new possible risks through communications with insureds and pass that information to the correct internal partners (e.g., Underwriting).
• Cross sell/Up-sell potential and existing insureds.
• Complete special projects assigned by management.

Qualifications

• Bachelor’s degree or equivalent combination of education, training, or progressive experience.
• Three or more years of insurance experience.
• Two or more years of customer service or account management experience.
• Property and Casualty insurance licenses are preferred or ability to obtain and maintain license.
• Excess and Surplus Lines experience is a plus.
• Willingness to obtain and maintain a license if needed.