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Technical Assistant 1

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

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Technical Assistant 1, Berkley

If you're looking for an exciting opportunity as a Technical Assistant 1 at Berkley Custom in Stamford, you've come to the right place! At Berkley Custom, we take pride in offering outstanding service to our clients in various sectors, from middle-market organizations to Fortune 500 companies. As a Technical Assistant, you'll play a pivotal role in supporting our Underwriters with new and renewal business, effectively managing policy files, and ensuring smooth operations. Your responsibilities will include preparing and organizing essential documentation, maintaining databases, and coordinating submissions. You'll become an integral part of our team, interacting with industry professionals and helping to facilitate long-lasting relationships with our brokers and clients. We are passionate about developing creative risk solutions and dedicated to servicing a diverse range of casualty exposure needs. Our ideal candidate will have a bachelor's degree and at least two years of insurance-related experience, bringing strong analytical and organizational skills to the table. As you work with us, you'll enjoy a competitive compensation plan and a robust benefits package while having every opportunity to grow and succeed in your career. Join us and be part of a company that values integrity, excellence, and teamwork while continuously striving for outstanding service and performance!

Frequently Asked Questions (FAQs) for Technical Assistant 1 Role at Berkley
What are the responsibilities of a Technical Assistant 1 at Berkley Custom?

As a Technical Assistant 1 at Berkley Custom, your main responsibilities include providing administrative support to Underwriters by processing new and renewal business, managing policy files, and maintaining crucial databases. You'll prepare and organize files, request and review underlying policies, and ensure that all necessary documentation is complete and accurate.

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What qualifications do I need to become a Technical Assistant 1 at Berkley Custom?

To qualify for the Technical Assistant 1 position at Berkley Custom, candidates should ideally have a bachelor's degree in a related field along with two years of insurance-related experience. A strong background in handling submissions, renewals, and risk clearance is preferred, along with proficiency in Word, Excel, and Outlook.

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What skills are essential for a Technical Assistant 1 at Berkley Custom?

Essential skills for a Technical Assistant 1 at Berkley Custom include strong analytical and organizational abilities, good oral and written communication skills, attention to detail, and the capacity to multitask effectively. Being a team player is crucial, as you'll collaborate with colleagues and contribute to a successful work environment.

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Where is the Technical Assistant 1 position located?

The Technical Assistant 1 position is based in Stamford, where you’ll be part of the Berkley Custom team. The company encourages an engaging work environment, and you'll be expected to work in the office 4-5 days per week.

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Are there opportunities for career growth for Technical Assistants at Berkley Custom?

Absolutely! At Berkley Custom, we value your professional development. As a Technical Assistant 1, you'll have access to various resources and opportunities that facilitate career growth and advancement within our organization while working alongside experienced industry professionals.

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Common Interview Questions for Technical Assistant 1
Can you describe your experience with managing policy files as a Technical Assistant?

When answering this question, emphasize any previous experience you have with organizing and maintaining policy files, highlighting your attention to detail and organizational skills. Mention specific tools or systems you have used to create a streamlined filing process.

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What methods do you use to prioritize tasks effectively?

Discuss your strategies for prioritization, such as using to-do lists or project management tools. Showcase your ability to handle multiple tasks, aligning your priorities with the urgent needs of the Underwriters at Berkley Custom.

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How do you ensure accuracy in your work as a Technical Assistant?

Speak about your attention to detail and any checks or systems you implement to verify the accuracy of documentation. Consider mentioning any relevant experience where accuracy played a key role in avoiding issues or ensuring compliance.

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Can you explain the process of handling submissions and renewals?

Provide a clear overview of your approach to managing submissions and renewals, discussing the important steps you take to ensure that each submission is processed timely and accurately. Highlight your familiarity with the documentation and communication involved.

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What software or tools are you proficient in that relate to the Technical Assistant position?

List the relevant software you're skilled in, such as Microsoft Word, Excel, Outlook, or any proprietary systems you've used. Explain how these tools have helped you successfully complete your tasks in previous roles.

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Describe a challenging situation you faced in a previous role and how you resolved it.

Use the STAR method (Situation, Task, Action, Result) to narrate a challenge you encountered, focusing on your problem-solving skills and what you learned from the experience. This showcases your resilience and capacity to handle difficulties effectively.

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What do you understand about Berkley Custom's approach to client service?

Discuss Berkley Custom's commitment to providing superior service and building long-term relationships with their brokers and clients. Emphasize your alignment with their values and how you hope to contribute to their client-centric approach as a Technical Assistant.

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How would you handle a last-minute request from an Underwriter?

Talk about your flexibility and ability to adjust priorities quickly. Give an example of when you successfully met tight deadlines, reinforcing your capacity to work effectively under pressure as a Technical Assistant.

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What strategies do you employ to stay organized in a fast-paced environment?

Share the techniques you use for staying organized, such as using digital tools, color-coding tasks, or setting deadlines for yourself. Explain how these strategies have helped you stay on top of your workload.

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Why do you want to work for Berkley Custom as a Technical Assistant?

Express your enthusiasm for Berkley Custom's values and esteemed position in the insurance industry. Connect your career aspirations with what you can contribute as a Technical Assistant and the opportunity to grow in such an influential environment.

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DATE POSTED
April 2, 2025

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