Insurance Client Services Representative

Insurance Client Services Representative-(SP 000000BN)Description
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 wayon 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
Qualifications

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.

About Segal and its Total Rewards Program:

Segal is aprivately owned, leading North American employee benefit, human resources and investment management consulting firm withover 80 years of historyproviding 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.

Segals 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.

Join Segal:

If your qualifications align closely with what we've described, we encourage you to apply. Your unique background and skills matter because at Segal, we believe that different experiences and perspectives drive innovation and excellence. Were committed to creating a fair and transparent hiring process and all hiring decisions will be merit-driven. If you require accommodations during the interview, please let us know. Thank you for considering Segal. We're excited to learn more about you.

Please ApplySegal is the right size, the right organization andthe right move for you. Please apply now.

Location:US-NY-New YorkOther Locations:US-IL-ChicagoWork Locations:Chicago101 North Wacker Drive, Suite 500Chicago60606Job:Consulting - Non-Actuarial BenefitsOrganization:SP - Segal Select Insurance ServicesSchedule:RegularRegular EmployeeEmployee Status:Experienced LevelJob Type:Full-timeTravel:NoJob Posting:May 1, 2025, 10:18:29 PM