About Segal Group: 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. 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, and talented. We offer a competitive pay and benefits package that includes a defined benefit and matching 401(k) retirement plans.
ID# - SP0000000T
The Role: The Senior Broker works closely with the client and various professional vendors associated with the client, including at times other Segal professionals to secure appropriate underwriting information, answer questions, and, otherwise, provide a full scope of professional insurance broker services for all assigned insurance policies. The Senior Broker works together with Segal Select regional consultants on common clients. In all instances, the Senior Broker is responsible for negotiating the insurer’s coverage terms and preparing Segal Select’s quote letter, including recommendations. The Senior Broker is capable of making presentations to the client or its assigned representative. Some travel may or will be involved.
Responsible for revenue generation and business development
Reviewing and analyzing client applications and financial submissions
Securing carrier quotations including negotiating with underwriters
Preparing Segal Select quote memos, including recommendations
Answering client questions, including presenting in person
Shows intermediate knowledge of core insurance products - Fiduciary: cyber (crime; employment practice and professional liability) and is familiar with terms and conditions of various policies
Maintaining accurate records with Segal Select’s proprietary software system
The Requirements: Previous Experience Required:
Minimum 5 years + industry experience
Valid broker license preferred
Excellent writing and proofreading skills
Advanced proficiency with Word, Excel and PowerPoint
Accuracy and attention to design consistency and detail
Excellent interpersonal skills
Ability to manage competing priorities and deliver timely work products in an environment where deadlines overlap
Ability to work independently and managing time effectively
Excellent aptitude with the English language
Completion or study of RPLU curriculum highly encouraged
Education Level Required: Bachelor’s degree
**If you wish to be considered for this position, please send your resume to Segal Co.
We welcome you to voluntarily self-identify (i.e., Ethnicity, Disabled, Veteran status) here.
Affirmative Action/Diversity Inclusion at Segal: At Segal, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their differences. We also engage in good faith efforts to maintain an environment free from discrimination and harassment in strict compliance with applicable laws, and consider all qualified candidates for employment without regard to their race/ethnicity, national origin, color, religion, gender, sexual orientation, gender identity or expression, age, disability or medical condition, protected veteran or military status, criminal record history, marital status, or status in any group or class protected by applicable federal, state or local law. We also engage in affirmative action to employ and advance in employment qualified women, minorities, disabled individuals and protected veterans. Maintaining a diverse and inclusive workforce is a win/win, and provides Segal with the opportunity to leverage our top talent to provide innovative solutions to our clients.