We are seeking a Senior Consultant, Insurance Broker to join our growing insurance brokerage practice within a privately-owned, growth-oriented professional services firm. The Senior Consultant will step immediately into a client service role that develops and builds upon established relationships with clients, Client Relationship Managers, carriers, brokerage staff and client vendors, in securing the appropriate underwriting information and coverage levels. The Senior Consultant will manage client accounts including setting priorities and providing a full scope of professional insurance broker services and contribute to the revenue generating activities of the Practice.
If you possess a strong professional insurance acumen and are intellectually curious, innovative, strategic, achievement-oriented and looking for an opportunity involving collaboration with the senior leadership team to drive the direction and success of the team, then Segal may be that next big challenge for you.
In this role, you will:
Manage book of client business, oversee and negotiate insurance coverage terms, review quote letters, schedules of insurance, executive insurance summaries, and make recommendations to clients
Secure carrier quotations including negotiating with underwriters
Ensure high quality standards including overseeing the accuracy of quotes, binders, certificates, policies, audits, endorsements and other related items
Ensure accurate identification of potential loss exposures, recommend appropriate coverages and execute appropriate binding and billing/financing processes
Review and execute summaries of insurance, insurance schedules and proposals on a timely basis
Generate quote memos including analyzing coverages, evaluate recommendations and carrier comparisons and manage account renewals, identify and recommend account rounding and cross-sell opportunities
Coordinate the review, assembly and response of RFIs or RFPs, their accuracy and thoroughness as well as their submittal in a timely manner.
So, What Does it Take?