Senior Consultant, Insurance Broker

The Segal Group, Inc; New York (NY); On-site; USD 125,000 - 165,000; Full time

Job summary

Segal is seeking a Senior Consultant, Insurance Broker to join its growing insurance brokerage practice. You will manage client accounts, secure quotes, and negotiate coverage terms while collaborating with leadership to drive the practice forward.

The role emphasizes strategic solutions, cross-selling opportunities, and timely responses to RFIs/RFPs, leveraging technology to improve workflows. A strong industry background and certifications are valued.

Qualifications

• 9+ years of relevant insurance industry experience
• Advanced knowledge of Cyber Liability, Fiduciary Liability, EPLI, D&O, E&O, and ERISA Fidelity Bonds
• Licensed insurance professional or able to secure license within 60 days

Responsibilities

• Manage client book and negotiate coverage terms, review quotes and schedules
• Secure carrier quotations and negotiate with underwriters
• Oversee quotes, binders, policies, audits and related items for accuracy
• Identify loss exposures and recommend coverages; manage binding and billing
• Review summaries and proposals; manage renewals and cross-sell opportunities
• Coordinate RFIs/RFPs responses thoroughly and timely
• Develop and deliver strategic insurance solutions with a client-service focus

Skills

Client relationship management

Negotiation

Communication

Multi-tasking / time management

Strategic problem solving

Education

Bachelor's degree

Tools

AMS360

Microsoft Copilot

Job description

Job Description - Senior Consultant, Insurance Broker (SP 000000CS)

Job Description

Senior Consultant, Insurance Broker

SP 000000CS

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

Qualifications

If your qualifications align closely with what we have described, your unique background and skills matter because at Segal, we believe that different experiences and perspectives drive innovation and excellence. We are committed to creating a fair and transparent hiring process and all hiring decisions will be merit driven. If you require accommodation during the interview, please let us know. Thank you for considering Segal. We are excited to learn more about you!

About Segal and its Total Rewards Program:

Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm withover 80 years of historyproviding trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal’s total rewards are part of what makes Segala special place to work. The current salary range for this position is $124,500 - $165,000.