Berkley

Client Experience Officer (CXO)

Berkley$190K — $300K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree preferred
  • Over 10 years in a key management role within the primary lines (PL) insurance industry or related financial services
  • Strong background in client-facing roles, particularly in professional services or design and construction
  • Willingness to travel for work, including office visits and industry conferences
  • Exceptional verbal and written communication skills for presentations
  • Proven self-starter with effective leadership and influence capabilities

Responsibilities

  • Collaborate with BAM executives to strategize improvements in client and employee experiences.
  • Deepen understanding of client and employee experience to support BAM leaders.
  • Lead research and reporting initiatives related to client and employee engagement.
  • Design and manage both short-term and long-term strategies for advancing CX/EX-EE.
  • Engage with clients and industry partners to identify their needs and expectations.
  • Cultivate alignment between BAM employees and organizational goals regarding experience strategies.
  • Build a dedicated team to propel CX and EX-EE initiatives within BAM.

Benefits

  • Health, Dental, and Vision insurance
  • Life and Disability insurance
  • Wellness programs
  • Paid Time Off
  • 401(k) plan
  • Profit-Sharing plans
Full Job Description
Responsibilities

Experienced industry professional motivated to oversee, develop, advance and promote Berkley Alliance Manager’s client experience (CX) and employee experience/engagement (EX/EE) initiative and actions through research, reporting, presentations, and delivery.  The CXO will engage BAM clients (policyholders, brokers) and BAM business unit and functional leaders, BAM executive team (SLT), and BAM employees.

 

Key responsibilities include but are not limited to:

  • Partner and collaborate with President of BAM and other BAM senior leaders in the development of strategic planning, resources, and techniques for excellence in CX and EX/EE.
  • Develop deep expertise in the language and understanding of client experience (CX) and employee experience/employee engagement (EX/EE) and assist BAM senior leaders in promoting CX-EX/EE in their spheres of influence.
  • Oversee and lead CX-EX/EE consultants for research, reporting, and consulting advice. Compile data on trends and emerging issues impacting BAM clients and their industries related to CX/EX-EE.
  • Develop, lead, and manage short term (annual) and long term (3 – 5 year) plans and strategies for implementation and enhancement of CX/EX-EE across BAM
  • Engage and collaborate with brokers, policyholders, market research and consulting firms, and industry associations to better understand the needs and wants of BAM’s broker and policyholder clients.
  • Facilitate alignment and regularly communicate with BAM employees to better understand and promote alignment of EX/EE with CX intent and goals.
  • Establish and develop a core team of BAM employees and executives focused on and to advance this initiative
  • Contribute to BAM internal education and presentation opportunities to advance goals, strategies, and actions of CX/EX-EE.
  • Maintain active engagement in reading, research of and contribution to thought leadership in CX/EX-EE.
  • Demonstrate enthusiasm and commitment to BAM’s growth and long-term development in this area.
Qualifications
  • Bachelor’s Degree Strongly preferred
  • 10+ years as an executive or key manager in the PL insurance (PLI) industry with client-facing roles (preferred) or related financial services sectors
  • 10+ years as a client-facing professional in the design, construction, or miscellaneous professional service industries with familiarity with PL insurance
  • Willing and able to travel to BAM offices and industry conferences
  • Excellent communication (verbal, writing) and presentation skills for internal and external presentations
  • Motivated self-starter with proven leadership skills and ability to positively influence others

 

Remote candidates will be considered for this role.

 

Additional Company DetailsThe company offers a competitive compensation plan and robust benefits package for full-time regular employees which for this role include: • Base Salary Range: $190,000 – $300,000 • Eligible to participate in annual discretionary bonus. • Benefits: Health, Dental, Vision, 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. We do not accept unsolicited resumes from third party recruiting agencies or firms. Sponsorship DetailsSponsorship not Offered for this Role

About Berkley

Berkley is a packaging company that develops innovative solutions to help our customers sell more product and be on the edge. Berkley offers the cost advantages and creative control of an in house/on site agency without the risk and hassle of oversight. Berkley develops turnkey retail environments – including design, manufacturing and installation services.

Berkley Careers

Joining Berkley presents a prime opportunity to be part of a team renowned for its leadership in the industry, fostering innovation and growth. Berkley, a company committed to professional excellence and diversity, offers a range of job opportunities that cater to various skills and career aspirations.

Explore Job Opportunities

Berkley is actively hiring, seeking individuals who are passionate, driven, and ready to contribute to a dynamic team environment. With a variety of positions available, Berkley provides a platform for professionals at every stage of their career, from entry-level to senior leadership roles.

Internship Programs

Kickstart a career with Berkley through comprehensive internship programs designed to provide hands-on experience in a real-world setting. Internships at Berkley are a gateway to full-time employment, offering invaluable industry exposure and networking opportunities.

Professional Growth and Development

Berkley is dedicated to the continuous professional development of its team members. The company supports career advancement through leadership training programs, workshops, and seminars that enhance skills and foster innovation.

Diversity and Inclusion

At Berkley, diversity is celebrated and actively promoted through various initiatives and diversity training programs. The company believes that a diverse workforce is key to driving creativity and innovation.

Benefits and Culture

Employees at Berkley enjoy a range of benefits designed to support their professional and personal lives. The company culture emphasizes teamwork, respect, and integrity, creating an environment where everyone can thrive.

Applying for a Position

To apply for a position at Berkley, candidates are encouraged to submit a resume that highlights relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate's fit with Berkley's culture and values.

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51 employees
Industry

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