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Insurance Broker - (Job Number SP 000000B8)

Segal
San Francisco, CA, United States
$72K-$90K a year
Full-time

Are you passionate about delivering trusted advice that improves lives?

Are you passionate about delivering results that delight and inspire your clients?

This opportunity may be for you!

The Opportunity : Our Insurance Broker is integral to supporting the delivery of a broad and diverse range of insurance consulting services to our clients.

This role offers client interaction and the opportunity to learn about the emerging areas of the insurance industry.

The Role : As an Insurance Broker, you will work collaboratively with clients, carriers, and colleagues to provide objective analyses of coverages available in the marketplace.

Our Insurance Brokers perform at a high level of proficiency doing analytical work, as well as interacting with representatives outside of the organization.

Depending upon the specific coverage details and requirements of the client, the Broker will secure appropriate underwriting information, answer questions, and, otherwise, provide a full scope of professional insurance broker services for all assigned insurance policies and supports revenue growth initiatives.

Key Requirements :

The Broker has a basic understanding of Segal Select’s insurance products Property & Casualty, Fiduciary Liability, Employment Practice Liability, Fidelity Insurance and Cyber Liability.

Thy effectively utilize their insurance acumen to market, negotiate, and service the client’s various insurance policies.

Responsibilities include, but are not limited to :

  • Reviewing and analyzing client applications and financial submissions and completing comparative analyses on policies and coverages
  • Securing carrier quotations including negotiating with underwriters.
  • Preparing draft quote memos including recommendations.
  • Providing preliminary analysis of potential claims activity and applicability to coverage levels.
  • Maintaining and documenting accurate records within AMS 360.
  • Candidates with a minimum of 3 years of relevant experience within an insurance agency, an employee benefits consulting firm and / or related professional services or corporate environment.
  • Licensed Insurance Broker.
  • Demonstrated experience with Property & Casualty Insurance and Management Liability lines is highly preferred.
  • Undergraduate degree in Risk Management or Finance.
  • Desire to pursue additional industry certification / credentials including the ICSR, CPCU or the RPLU is preferred and encouraged.

Diversity, Equity & Inclusion at Segal :

We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job.

If your experience and qualifications are close to what you see described here, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence.

We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions.

Please let us know if you require accommodation during the interview process and thank you for considering Segal.

About Segal and its Total Rewards Program :

Segal is a privately owned , leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing 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 Segal a special place to work. The current salary range for this position is $72,000 to $90,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance.

In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement.

Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

Please Apply

Segal is the right size, the right organization and the right move for you! Please apply now.

LI-Hybrid

Primary Location : US-NY-New York

Work Locations : US-CA-Glendale, US-CA-San Francisco, US-IL-Chicago, US-MI-Lansing, US-MA-Boston, US-DC-Washington

Job : SP - Segal Select Insurance Services

Organization : Regular

Schedule : Regular Employee

Employee Status : Experienced Level

Job Type : Yes, 10 % of the Time

Travel : Sep 5, 2024, 8 : 24 : 37 AM

Job Posting : 39040

13 days ago
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