Operations Assistant

At Berkley Alliance Managers, we offer innovative coverage and risk management solutions for brokers and policyholders. Our focus spans four target markets: Design Professionals, Construction Professionals, Accounting Professionals, Micro Contractors, and Miscellaneous Service Professionals. We tailor coverage and create comprehensive risk management programs to enhance profitability and reduce susceptibility to loss.

Responsibilities

• Set up new business and renewal submissions within the Phoenix policy administration system, ensuring accuracy, completeness, and adherence to established underwriting procedures.
• Create and distribute state-required regulatory letters while ensuring compliance with admitted and non-admitted filing requirements.
• Maintain agency and agent records, validating licensing status and identifying discrepancies requiring corrective action.
• Manage agency appointment activities and make recommendations regarding appointment processing based on regulatory and business requirements.
• Monitor and maintain agency Errors & Omissions insurance documentation, proactively identifying gaps and collaborating with stakeholders to achieve compliance.
• Serve as a primary point of contact for managing the Operations email box, triaging requests, determining appropriate resolution paths, and facilitating timely responses.
• Review and upload premium finance notices and certificates while ensuring documentation accuracy and completeness.
• Participate in special projects, providing operational expertise, research, analysis, and implementation support.

Qualifications

• Excellent written and verbal communication skills.
• High degree of attention to detail.
• Sound judgement and decision-making abilities.
• Ability to work effectively independently and within a collaborative team environment.
• Strong time management, prioritization, and multi-tasking skills.
• Enthusiastic team member with a positive personal presence.
• Ability to learn company claim and underwriting administrative systems as well as various other software programs.
• Strong computer skills with solid knowledge of MS Office Outlook, Word, and Excel.
• Working knowledge of PowerPoint.
• Ability to learn insurance-related administrative systems and software applications.

Education

High School Diploma required. Bachelor’s Degree preferred.

We do not accept unsolicited resumes from third-party recruiting agencies or firms. Sponsorship is not offered for this role.