Client Services Specialist

Company Details

 

Berkley Small Business Solutions (BSB) is committed to providing small business customers with the next generation of small business solutions, including offering operational, underwriting, and marketing opportunities. We offer insurance products to Small Business Owners for transportation and other main street businesses.  We leverage underwriting expertise, data, and analytics, and automation for risk assessment, selection, pricing retention. We champion our customers, distribution always seeking a smarter way to provide a more efficient and better user experience. 

We are a proud member of W. R. Berkley Corporation, one of the largest commercial lines property casualty insurance holding companies in the United States. With the resources of a large Fortune 500® corporation and the flexibility of a small company, we exclusively work with select independent agents to bring technology solutions that help them build their business.

Responsibilities

The Client Services Specialist is responsible for providing comprehensive support to our distribution team by addressing agent inquiries and proactively engaging with agents and customer service representatives. This role requires a blend of reactive and proactive tasks to ensure effective communication and support for our agents and customer service representatives, contributing to the overall success of the distribution team.

 

• Respond to agent inquiries received by BDM, UW, and the BSB information email.
• Provide timely and accurate answers regarding, Broker of Record (BOR) status, declination reasons, and portal functionality and troubleshooting.
• Maintain detailed records of all inquiries and responses to ensure consistency and follow-up.
• Initiate phone calls to agents and customer service representatives to:
  • Follow up on open submission items to ensure timely processing.
  • Follow up on open quotes to move them towards closure.
  • Obtain feedback on services and identify areas for improvement.
  • Strengthen relationships through regular touchpoints.
  • Request new submissions to drive business growth.
• Document all interactions and updates in Salesforce to maintain accurate and up-to-date records.
• Package and send promotional materials to agents as needed to support marketing efforts.
• Assist the Business Development Manager (BDM) in collecting data and preparing results reports to track performance and identify trends.
• Support the BDM in the agent appointment process, ensuring all necessary documentation and steps are completed.
• Regularly update marketing materials to reflect current offerings and promotions.
• Create and post content on LinkedIn and update the company website as needed to maintain an active online presence.

May perform other functions as assigned

Qualifications

• Prior experience in insurance is advantageous
• Experience in trucking insurance is beneficial
• Highly motivated and proactive
• Strong oral and written communication skills
• Well-organized and detail-oriented
• Collaborative team player
• Capable of working independently
• Adaptable and able to pivot quickly
• Proficient in Microsoft Office Suite, Salesforce, LinkedIn, and other social media platforms

Additional Company Details

www.berkleysmallbusiness.com The Company is an equal employment opportunity employer We do not accept any unsolicited resumes from external recruiting agencies or 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.

Additional Requirements

Travel: Occasionally

Sponsorship Details

Sponsorship not Offered for this Role