Reinsurance Broker: Client Solutions & Analytics

BMS Group; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Job summary

BMS Group, a leading independent broker, seeks a detail-oriented professional to manage client accounts in reinsurance. You will prepare submissions, analyze data, and ensure quality control throughout placement processes, delivering accurate memos and contract wording with guidance from the client relationship manager.

The role emphasizes building strong client relationships, coordinating with underwriting and contracts teams, and maintaining meticulous files.

Qualifications

• Minimum two years of experience in reinsurance, insurance, or financial services.
• Strong data analysis and interpretation skills.
• Excellent written and verbal communication abilities.
• Proven ability to build and maintain client relationships.

Responsibilities

• Assist in managing clients’ accounts or portions of clients’ accounts (i.e., handle underwriting preparation, perform fact-finding procedures, may have some client interface, and assist with placement with reinsurers, etc.)
• Prepare reinsurance submissions/underwriting narratives with direction from client relationship manager; review large data sets, and with the help of other brokers, analyze, and look for trends to organize submissions and provide the best possible output to clients
• Ensure compliance with BMS quality standards before, during, and after placement process; responsible for quality control of all work produced on assigned accounts and proper Hub filling
• Accurately prepare memos and letters to reinsurers/clients for their signature, as well as other required signatures
• Prepare and finalize contract wording with guidance as needed, working closely with the Contract Wordings team and client relationship manager; accountable for verifying that all Slips/Cover Notes or Summary of Terms and Contract Wordings have been fully executed
• At the completion of placements, draft Post-Placement Memos, Brokerage Estimate Exhibits and Market Sheets for final sign-off of client relationship manager
• Prepare experience exhibits throughout the year with assistance from the Accounting and Claims team
• Maintain files - Complete necessary forms; document conversations via telephone, e‑mail, or other electronic means; perform copy work for files, keep files up to date, etc.
• Perform special projects and other miscellaneous duties as assigned by the client relationship manager or others

Skills

Two years of experience in reinsurance

Data analysis

Excellent communication

Client relationships

Excel proficiency

Education

BS/BA in a relevant field

Tools

Microsoft Excel

Job description

BMS Group, a leading independent broker, seeks a detail-oriented professional to manage client accounts in reinsurance. You will prepare submissions, analyze data, and ensure quality control throughout placement processes, delivering accurate memos and contract wording with guidance from the client relationship manager.

The role emphasizes building strong client relationships, coordinating with underwriting and contracts teams, and maintaining meticulous files.