Director, Broker Services

Title

Director, Broker Services

Location

Remote in PA / NJ / Northeast Region

About Us

Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted-in medicine, business, and life.

The Role

We are looking for an enthusiastic and client-focused individual to work on our PA / NJ / Northeast Region team as a Director, Broker Services. In this role, you will report to the VP, Broker Services and be responsible for executing on the company's client experience and retention strategies for broker-controlled business within the Northeast Region . You will serve as a liaison between the company and agency / distribution partners. You will also serve as a "face of the company" and an ambassador of our brand, product, and mission - fostering positive relationships with the medical community, institutions, and organizations within the region, as well as with our new and existing broker partners. Working in tandem and collaboration with Underwriting, Risk Management, Claims, Finance and other key functional areas of the organization, you will utilize their strong product and market knowledge to ensure a high level of broker and insured satisfaction; to maximize policy retention and profitability; and to promote utilization of company platforms, products, and services.

Key Result Areas

• Makes consistent business decisions, supports company underwriting and pricing philosophies and promotes ease of doing business with Curi.
• Monitors agency results and follows-up with agent partners as to retention, persistency and compliance with company's initiatives, procedures and policies.
• Actively participates in new agent / member on-boarding processes.
• Provides ongoing training and education to agents to ensure they are knowledgeable about all Curi member benefits and mission to help physicians in medicine, business, and life.
• Develops and maintains a professional working relationship with agents, insureds, underwriting, claims, risk management, finance, and corporate departments.
• Keeps two-way communication between agents and the company continuously open and viable and encourages usage of all Curi's online platforms, especially the policy management portals.
• Manages the renewal process for large accounts in collaboration with agents and internal stakeholders by delivering and presenting renewal policies to agent partners. Provides education on policy enhancements, coverage changes, pricing adjustments, and other relevant updates.
• Encourages and attends joint client meetings with agents and / or Business Development representatives to foster a more meaningful direct relationship with the practice.
• Stays alert for and advises company of any industry information, market intelligence, competitor products / services / strategic initiatives or changes in other carrier philosophies that could positively or adversely affect Curi. Also offers feedback on product enhancements that may resonate with our members.
• Audits agent's Curi book of business to provide quality assurance feedback to agent and underwriting team.
• Represents and promotes the company by being and active attendant and participant at relevant industry conferences, tradeshows, and conventions.
• Timely entry and maintenance of CRM data in Salesforce application.
• Reporting of activity, progress, and market intelligence during weekly team meetings.
• Meet regularly and frequently with Business Development, Underwriting, Claims, Risk Management, and Curi Capital to stay abreast of their initiatives and services, to adequately educate our agents / members.
• Actively contribute to the creation / improvement of service infrastructure and standards.
• Assist with the development and implementation of corporate broker strategy.

Key Skills

Key Qualifications

Required Education and Experience

Preferred Education and Experience

Travel

Regular and frequent regional travel throughout North East , and any additional states that may become part of the Northeast region. Occasional overnight and weekend travel within Curi footprint.

Our Vision : To be the trusted partner in medicine, business, and life.

Our Mission : By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values :

ACCOUNTABILITY : We are driven to act, work with integrity, and deliver results.

CURIOSITY : We ask and listen, stay curious, and are eager to learn.

TEAMWORK : We build strong relationships, celebrate success, and partner for greater impact.

INCLUSION : We respect, recognize, and encourage the differences that make us stronger-we are better together.

Built ON a...

SERVICE COMMITMENT : We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability, flexible time off, and 13 paid holidays annually.

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