Customer Service Account Manager

Berkley Aspire is passionate about making excess and surplus lines business easy to transact. We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients.

From direct bill with installments to not requiringrenewal applications for 80% of our small business policies we focus on making it easy expeditious and efficient for agents and consumers.

Berkley Aspire writes from small minimum premium policies to accounts over six figures. We offer General Liability Property Inland Marine andExcess policies through Berkley appointed agenciesin 49 states.

Benefit Highlights
Aspire offers Medical Dental and Vision coverage. Our onsite Scottsdale AZ Wellness Center and companywide Employee Assistance Program are free to employees and are here to support your overall well-being. Our flexible work schedule with a work-from-home day means you can balance work and life like a pro.
Our Health Savings Accounts have automatic company contributions if you sign up and we offer Flexible Spending Accounts STD LTD life insurance policies and more. Plus we offer a 401(k) program profit-sharing program and stock purchase plan investing in your future has never been so rewarding.
Weve got you covered with competitive paid time off paid sick time and 12 weeks of paid parental leave. Plus you get paid holidays a floating holiday and paid volunteer time because giving back to the community is important to us at Aspire!
Come grow with us! Level up with company sponsored conferences tuition assistance and industry-related education and exams. We have many internal promotional growth opportunities because we believe in growing together.
We believe in working hard and playing hard. We embrace team building and are enthusiastic about sponsoring fun activities inside and outside of the office. Our Plum Benefits program gives you cost-free access to thousands of exclusive travel and entertainment discounts its like a VIP pass to fun.

Under moderate supervision the Account Manager will handle a range of client inquiries from basic to complex regarding insurance policies written for Berkley Aspire and Berkley Connect trading partners.

This role is essential for maintaining client satisfaction and ensuring the smooth operation of the Customer Sales and Service Center and will be located in either our Scottsdale AZ office with hours from 8:00 AM to 5:00 PM Pacific Time or our Westchester OH office with hours from 11:00 AM to 8:00 PM Eastern Time.

The position will be evaluated based on customer focus productivity accuracy thoroughness ability to cross-sell/up-sell and the ability to learn and apply new skills. As part of a dynamic team the role requires high levels of collaboration and partnership. We seek a highly motivated self-starting and organized individual with a positive outlook and a natural drive to grow problem-solve and think creatively.

A successful candidate must possess a strong sense of ownership accountability for their work excellent problem-solving skills and sound judgment.

Responsibilities include:

• 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 Connects 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.

• Bachelors 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.
• Bachelors 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.