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Associate, Insurance at Segal Select Insurance Services, Inc.

Posted in General Business 25 days ago.

Type: Full-Time
Location: New York, New York





Job Description:

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, a leading HR and Benefits consulting firm, is seeking a Insurance Client Services Representative to join our New York City and currently remote-based insurance consulting team. The ideal candidate enjoys a challenging environment. We are committed to career development in professional insurance.

 

If you are ready to contribute in a meaningful way on day one, this opportunity may be for you.

 

The Client Services Representative plays a critical role in prioritizing and coordinating technical and operational support to the Segal Select 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

-  Maintain Practice Level follow-up procedures and database for following up with carriers, clients, and internal contacts to facilitate efficient administration

- Develop your insurance industry knowledge and potential through our developmental programs

-Create presentations (including webinars, one-pagers, client presentations), document reports, special projects and communications- Remote working arrangements will be considered

 

- Undergraduate degree in Business Administration, Insurance or related field

- Minimum two 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 and Inclusion at Segal: 

At Segal, we are committed to a culture of diversity, equity 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. 





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