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Technical Assistant 1

Berkley
Stamford, CT Other
POSTED ON 4/4/2025
AVAILABLE BEFORE 4/1/2026

Company Details

 

From middle market to Fortune 500 companies, Berkley Custom’s team is committed to providing excellent service and a consistent approach to meet the needs of their brokers and their customers, bringing specific expertise in excess casualty as well as a variety of targeted primary and excess programs.  

They seek to outperform competitors with focus and deep understanding of their client’s priorities and by developing creative risk solutions to meet their long-term needs. Their key differentiators include the following:

EXCLUSIVE PARTNERSHIPS – Berkley Custom works exclusively the wholesale brokerage community as well as their program partners, and continually builds upon long established relationships with a passion for superior service for their appointed producers.

INDUSTRY PROFESSIONALS – Berkley Custom attracts and retains professionals with significant experience in their field, many with over 25 years in the business. Their culture values and promotes deep industry knowledge, integrity, excellence, and respect.

LONG-TERM APPROACH TO ACCOUNTS – Berkley Custom continually seeks partners for the long term who share their values and risk management discipline.

Long-term relationships have been their management’s trademark in over 30 years of serving customers in the E&S and Program marketplace. Their team is dedicated to serving the varied casualty exposure needs of their brokers and their customers. By truly understanding risk exposures in a constantly changing global environment, they can better work with you to keep risk placement recommendations current and responsive.

 

The company is an equal opportunity employer.

Responsibilities

The Underwriting Technical Assistant provides administrative support for the Underwriters in processing new and renewal business and managing and maintaining policy files. Key functions include but are not limited to:

  • Prepare, organize and maintain files, follow-up for additional information and suspense according to established time-frames;
  • Produce various required reports; and 
  • Develop and maintain required databases.
  • Clear and Set up Submissions 
  • Handle OFAC Clearance Set up policy folders in SharePoint and Paper files 
  • Issue Renewal/Non-renewal, Conditional Notices in ODEN 
  • Request and Review Underlying Policies 
  • Responsible for making sure all policies (folders and SharePoint) contain coding sheets, invoices, quotes, binders, submissions, correspondence, reports, loss runs and underlying policies and checklist. 
  • Request Loss runs, completed TRIA forms and Surplus Lines Letter and handle follow up requests

 

Qualifications

  • Bachelor's degree in related field preferred
  • 2 years insurance related experience. Previous experience with the handling of submissions, renewals, risk clearance, evaluation, classification, rating and servicing preferred. 
  • Proficient with Word and Excel, Outlook (or Lotus Notes), preference for Power Point & Access also, but not required. 
  • Good oral and written communications skills 
  • Basic Math skills 
  • Must have strong analytical and organizational skills. 
  • Must be a team player. 
  • Must be detail oriented and have the ability to multi-task. 
  • Able to work in the office 4-5 days per week

 

Additional Company Details

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.

Sponsorship Details

Sponsorship not Offered for this Role

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