Segal Marco Advisors · 4 months ago
Insurance Associate Consultant and Account Management
US-NY-New York
Full-time
Hybrid
Mid Level
$84K/yr - $105K/yr
4+ years expSegal Marco Advisors is a leading North American employee benefit, human resources, and investment management consulting firm. They are seeking an Insurance Associate Consultant to deliver a range of client insurance services, including executing insurance analyses, developing business solutions, and maintaining client relationships.
Financial Services
Responsibilities
Executing insurance analyses and securing appropriate coverages and levels of coverages that involve developing business solutions and responsible advice for clients
Research/learn new insurance trends related to the industry. May serve as the Practice’s expert in certain types of coverages
Develop quote memos, marketing collateral, and review client deliverables (including emails) for accuracy and quality
As appropriate, performing as a client contact on a day-to-day basis, sustaining effective advisory rapport with clients, and contributing in meaningful ways to the creative and problem-solving thought processes
Assist with pricing proposals, attending finalist interviews, trustee meetings, researching prospects, and other business development activities as sometimes requested
Qualification
Required
A minimum of 4 years of relevant work experience within an insurance firm, consulting firm, broker and/or progressive corporate environment. Work experience must include involvement in the analysis and delivery of a broad range of insurance coverages including Cyber; D&O; Professional Liability; P&C insurance advice
Bachelor's degree any major with a quantitative or risk curriculum and a writing component
Current insurance licenses in relevant geographies or ability to secure such licenses within 30 days
Demonstrated problem-solving, analytical, and quantitative ability
Effective interpersonal and communication skills (oral / writing) along with ability to interact with a diverse audience of colleagues and clients
Preferred
Industry credentials including Registered Professional Liability Underwriter (RPLU); Chartered Property Casualty Underwriter (CPCU) designation highly preferred
Benefits
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
Employee Assistance Program
Wellness benefit reimbursements and rewards
Professional credential and tuition reimbursement
Comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals
Company
Segal Marco Advisors
Segal Marco Advisors is a global investment solutions firm.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Julian M Regan
Senior Vice President & Public Sector Market Leader
Michael D. Joyce
Senior Vice President/Senior Consultant
Recent News
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