Insurance Client Services Representative (Finance)

For nearly 80 years, Segal has been providing employee benefits, retirement plan investment advisory and human resources consulting for multiemployer trust funds, corporations and public sector organizations. Segal is an independent, privately and employee-owned firm. Our independence allows us to provide unbiased consulting services for our clients. Headquartered in New York City, Segal has offices throughout the United States and in Canada. We are a smaller organization that provides a more intense and broader exposure for development purposes within a culture that is highly collegial and team-oriented. You will work with colleagues who are smart, professional, talented and...nice people. We offer a competitive pay and benefits package that includes a defined benefit and matching 401(k) retirement plans.

Segal is seeking an Insurance Client Services Representative to join our insurance consulting team. We are committed to career development in professional insurance and delivering trusted advice that improves lives. If you are ready to contribute in a meaningful way on day one, this opportunity is for you.

Is delivering trusted advice inspiring to you? 

The Insurance Client Services Representative collaborates effectively with the Segal Insurance Services team and plays a critical role in prioritizing and coordinating technical and operational support to the insurance team members. The candidate will have operational skills and abilities to include multitasking and working on an independent basis to effectively prioritize and self-manage the completion of assigned responsibilities and projects.

Responsibilities include, but are not limited to:

• Process renewal and new business policy submissions including saving financial and supporting documentation and review for completeness, data entry and carrier/client email communication regularly through AMS 360 system
• Coordinate the accurate and thorough assembly of RFPs as well as timely final review and submittal which will include drafting responses within Practice and Segal guidelines and submittal within IT security guidelines in support of revenue enhancing initiatives
• Develop and continually maintain a Practice-wide schedule of insurance for top accounts and produce reports for client meetings
• Assist Practice Leader and Consultants with assembling, completing and generating stewardship reports for key clients
• Review, organize and bind insurance policy installments
• Review and file insurance policies prior to issuance to ensure accuracy and issue policies
• Maintain Practice Level follow-up procedures and database for following up with carriers, clients, and internal contacts to facilitate efficient administration
• Create presentations (including webinars, one-pagers, client presentations), document reports, special projects and communications
• Develop and maintain reports used in researching new business/cross-sell opportunities and collaborating with team members on prospect management projects

• Undergraduate degree in Business Administration, Insurance or related field
• Minimum three years of experience in the insurance industry; previous experience within a Property & Casualty insurance services environment preferred
• Customer Insurance Service Representative (“CISR”) certification through the National Alliance for Insurance Education & Research strongly preferred
• Insurance license preferred
• High level proficiency in the use of AMS 360, Microsoft Office including Outlook, Word, Excel and PowerPoint
• A demonstrated ability to function independently, effectively prioritize, and multitask while meeting multiple deadlines within mandated quality standards within a team environment
• Strong analytical and detail-orientation; effective communication (written/verbal) and interpersonal skills with ability to interact effectively with a diverse audience of clients and employees.
   

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.

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