Senior Consultant, Insurance Broker

Segal Select Insurance Services, Inc.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Segal Select Insurance Services, Inc. is seeking a Senior Consultant, Insurance Broker to join our growing brokerage practice.

You will step into a client service role, building on relationships with clients, carriers, and vendors, delivering full broker services and contributing to revenue growth. You will manage client accounts, secure quotations, review quotes and policies, and coordinate RFIs/RFPs with a proactive, detail-oriented approach.

Qualifications

• 9+ years of relevant insurance industry experience
• Undergraduate degree required
• Licensure as an insurance professional or ability to obtain license within 60 days
• Expertise in Cyber Liability, Fiduciary Liability, EPLI, D&O, Professional E&O, ERISA Fidelity Bonds
• RPLU and CPCU designations highly valued; AMS360 familiarity preferred
• Understanding of Taft-Hartley, Public Sector and Corporate benefit plans differences a plus
• Excellent written and verbal communication; proactive team player with strong proofreading and editing skills
• Ability to multi-task with changing priorities and deadlines
• Experience applying generative AI to improve workflows; Copilot proficiency preferred

Responsibilities

• Manage book of client business, oversee and negotiate insurance coverage terms and quotes
• Secure carrier quotations and negotiate with underwriters
• Ensure high quality standards across quotes, binders, certificates, policies, audits and endorsements
• Identify loss exposures and recommend coverages; manage binding and billing processes
• Review and execute summaries and proposals; manage renewals and cross-sell opportunities
• Coordinate RFIs/RFPs, ensure accuracy and timely submittals

Skills

Communication

Multi-tasking

Strategic thinking

Sales opportunity development

AI workflow optimization

Teamwork

Education

Undergraduate degree

RPLU

CPCU

Licensed insurance professional

Tools

AMS360

Microsoft Copilot

Job description

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?

• 9+ years relevant experience within insurance industry and an undergraduate degree
• Advanced knowledge of Cyber Liability, Fiduciary Liability, Employment Practice Liability Insurance (EPLI), Directors & Officers, Professional E&O, and ERISA Fidelity Bonds
• Licensed insurance professional or ability to secure license within 60 days
• Demonstrated experience utilizing technical acumen to develop strategic solutions and sales opportunities
• RPLU, CPCU designations highly valued and Familiarity with AMS360 is highly preferred
• Understanding of the historical, legal, political, and administrative differences between Taft-Hartley, Public Sector and Corporate benefit plans and how their coverage needs differ would be a plus
• Excellent written and verbal communicator and a proactive team player with strong proofreading and editing skills and a passion for detail
• Ability to multi-task while simultaneously managing multiple deadlines with changing priorities
• Demonstrated experience applying generative AI to improve workflows and supporting consulting activities. Proficiency with Microsoft Copilot is preferred.