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Policy Services Technician

Berkley Risk (a Berkley Company)
Appleton, WI Full Time
POSTED ON 11/20/2025 CLOSED ON 12/16/2025

What are the responsibilities and job description for the Policy Services Technician position at Berkley Risk (a Berkley Company)?

Company Details

We’re a member company of W. R. Berkley Corporation, an A. M. Best A rated Fortune 500 holding company. Berkley is comprised of individual operating units that serve a defined insurance market segment. Berkley Risk is focused on providing self-insured entities program administration services and insurance operations which can include taking or sharing risk using Berkley paper. This capability allows us to customize both an insurance company option and a purely administrative option for our customers.

Responsibilities

The League of Minnesota Cities Insurance Trust (LMCIT) is a governmental risk pool served by Berkley Administrators Co., LLC. This role primarily supports LMCIT business. Responsibilities include setting up new policies following contractual rules and regulations, issuing new and renewal policies, issuing policy endorsements, responding to all agent/customer requests, offering renewals to current policy holders, and analyzing incoming correspondence. Responsible for prompt and accurate customer service.

Customer Service

  • Comply with contractual rules
  • Answer all types of customer telephone calls
  • Analyze correspondence to determine action needed
  • Prepare correspondence and do follow up if necessary

Policy Issuance

  • Review all new business and renewal policies to confirm the agency assigned
  • Set up new agencies in the computer
  • Set up new and renewal policies in the system
  • Offer renewal to existing policy holders
  • Review and send invoices

Policy Maintenance

  • Issue endorsements based on correspondence, customer/agent requests
  • Update files for agent and member contact changes

Accountable For

  • Accuracy and integrity of data in the computer, on the policy, renewal offer, cancellation, endorsement and all other documents distributed outside or inside the organization
  • Meeting policy issuance standards for new and renewal policies
  • Meeting timeliness standards based on individual contract agreements and departmental standards
  • Meeting team timeliness and quality standards

Qualifications

May perform other functions as assigned

Core Requirements

  • Good organization and communication skills
  • Must be detail-oriented
  • Working knowledge of client/server-based policy processing software in a Windows environment helpful
  • Typing ability of at least 45 wpm

Education

  • High school diploma or GED and two years office experience or post-high school education

Additional Company Details

The Company is an equal employment opportunity employer.

We do not accept unsolicited resumes from third party recruiting agencies or firms.

The company offers a competitive compensation plan and robust benefits package for full time regular employees including:

  • Base Salary Range: $40k - $55k
  • Benefits include Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans

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.

Salary : $40,000 - $55,000

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