Director, Broker Services

October 22

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Logo of Curi

Curi

Finance • Healthcare Insurance • Insurance

Curi is a full-service advisory firm that offers a wide range of services designed to enhance the lives of healthcare professionals and organizations. With expertise in consulting, risk management, capital investments, and insurance solutions, Curi provides tailored strategies that help clients protect, optimize, and grow their financial and operational assets. Through their dedicated approach, they aim to strengthen care, mitigate risks, and ensure a better financial future for their clients, with a focus on personalized support and proactive solutions.

201 - 500 employees

Founded 1975

💸 Finance

⚕️ Healthcare Insurance

📋 Description

• Report to the VP, Broker Services and be responsible for executing on the company’s client experience and retention strategies for broker-controlled business within the Northeast Region. • Serve as a liaison between the company and agency/distribution partners. • Foster positive relationships with the medical community, institutions, and organizations within the region, as well as with new and existing broker partners. • Collaborate with Underwriting, Risk Management, Claims, Finance and other key functional areas of the organization. • Ensure a high level of broker and insured satisfaction; maximize policy retention and profitability; promote utilization of company platforms, products, and services. • Monitor agency results and follow-up with agent partners as to retention, persistency and compliance with company’s initiatives, procedures and policies. • Actively participate in new agent/member on-boarding processes. • Provide ongoing training and education to agents to ensure they are knowledgeable about all Curi member benefits and mission to help physicians in medicine, business, and life. • Develop and maintain a professional working relationship with agents, insureds, underwriting, claims, risk management, finance, and corporate departments. • Manage the renewal process for large accounts in collaboration with agents and internal stakeholders by delivering and presenting renewal policies to agent partners. • Offer feedback on product enhancements that may resonate with our members. • Represent and promote the company by being an active attendant and participant at relevant industry conferences, tradeshows, and conventions. • Timely entry and maintenance of CRM data in Salesforce application.

🎯 Requirements

• Bachelor’s Degree or equivalent combination of education and experience • 8+ years of Medical Professional Liability experience or 10+ years in the commercial insurance industry space as a producer or in a healthcare business development/retention capacity • Property & Casualty Insurance Producer’s License • Must be a self-starter • Excellent verbal and written communication skills with internal and external audiences • Outstanding organization, prioritization, and time-management skills • Familiarity with product lines, services, and competitive offerings • Ability to analyze and compare statutory financial data • Ability to deliver high-quality work with minimal supervision • Ability to handle multiple tasks simultaneously and display a professional demeanor in all situations • Ability to function as part of a team • Ability to preserve confidentiality and exhibit discretion

🏖️ Benefits

• Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. • Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability, flexible time off, and 13 paid holidays annually.

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