Agency Relations Coordinator

Agency Relations Coordinator

Berkley Aspire is seeking an Agency Relations Coordinator. This role will be located on a hybrid basis in one of our three offices - Glen Allen, VA, Scottsdale, AZ, or West Chester, OH.

The Agency Relations Coordinator is responsible for the execution of agency contracts, initial agency set-up and maintenance of agency contractual data for Berkley Connect Insurance Solutions, LLC on behalf of Berkley Aspire.

Specific Duties

• Responsible for collecting all necessary or required information in order to appoint new agents.
• Review agency applications and supporting documentation for accuracy and completeness.
• Identify and resolve problems associated with incomplete or missing information.
• Forward new agency agreements and/or addendums to signing officer at Berkley Connect Insurance Solutions, LLC for execution. Forward executed documents to agency principal for signature and follow up for timely return as outlined in procedures.
• Review requests and initiate needed contract changes resulting from agency sales, mergers, and acquisitions.
• Maintain current library and archived versions of contractual templates and documents.
• Participate in and provide recommendations for improved processes surrounding the maintenance and storage of contractual documents.
• Responsible for management and verification of current agency Errors & Omissions coverage.
• Responsible for verification of valid agency licensing via appropriate third-party systems.
• Responsible for maintenance, storage, and quarterly reporting/follow-up to Senior Management on executed Agency Incentive Agreements.
• Collaborate as needed/requested with Distribution and Underwriting teams on agency facing communications.
• Participate in SOX compliance testing related to agency contract administration as required.
• Maintain, update, and recommend changes to procedural documents for all aspects of contract management, including but not limited to, Agency Onboarding Checklist, Producer Application, Agency Profile Questionnaire, and Producer Manual.

May perform other functions as assigned.

Qualifications

• Bachelor's degree or equivalent combination of education and experience is preferred.
• Insurance industry knowledge gained through formal study, earned designations, and/or work experience. Proficiency in computer programs in a Windows environment.
• Strong data entry experience including ability to multitask.
• Looking for intellectually curious individuals who think creatively and connect dots.
• Prior experience working in a paperless environment.
• Skilled in prioritization, organization, detail orientation, thoroughness and ability to meet deadlines.
• Strong written and verbal communication skills, including willingness to gather and convey information via telephone.
• Ability to work independently and in a team environment.

Additional Company Details

We do not accept any unsolicited resumes from external search firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role