Health Insurance Professional

Actuate Insurance (AI) has served thousands of clients since 1993 across 20+ products, concentrated in medical malpractice, all lines of commercial insurance, and health insurance for physicians and healthcare entities in New England. Recently, we've also added Life, Disability, Long Term Care, and Personal Lines insurance solutions. As a subsidiary of the Massachusetts Medical Society (MMS), AI serves to meet the needs of physicians and support society members. AI is proud of its personalized service, which results in high satisfaction and requests for more product offerings amongst AI's customer base. Our clients stay with us for many years thanks to the value we offer through activities such as pre-underwriting, expert policy and liability reviews, and creative risk resolution and coverage optimization, in addition to advocacy on pricing and document support.
We are seeking an experienced, client-focused Insurance Broker to join our team, helping to uphold our reputation for exceptional customer service while contributing to our growth. The Insurance Agent will collaborate closely with the entire team to service new clients, identify their needs, and make impactful recommendations that enhance our relationships and service offerings. The ideal candidate will be a proactive professional with excellent communication and negotiation skills, possessing a growing understanding of the insurance industry and AI's product portfolio. Meet or exceed individual revenue goals on an annualized basis aligned with our companywide targets, focusing on healthcare providers, medical groups, and broader related markets.

• Build strong relationships with clients through high levels of interaction during onboarding to establish long-lasting partnerships, reducing churn and increasing customer lifetime value.
• Effectively delegate and communicate tasks to Customer Support Representatives (CSRs) to ensure smooth operations and allow you to focus on revenue-generating activities.
• Stay informed about industry trends, new products, and regulatory changes through engagement with carriers and ongoing education to provide valuable insights to clients and leadership.
• Maintain detailed records of client interactions, policy information, and service requests in our CRM system, enhancing operational efficiency and providing valuable data for strategic decision-making.
• A Massachusetts, Property and Casualty insurance license will be required within 90 days if not already attained. Insurance Designations(e.g., Strong understanding of various insurance products, risk management strategies, and the ability to conduct market and customer analysis are critical.

Proficiency in agency management and CRM systems; familiarity with Applied Epic is a plus
Strong negotiation and client support skills and the ability to explain complex insurance concepts in a way that is digestible and easily understandable to clients
Willingness to travel as needed
Other duties as assigned by the Director of Insurance Operations

The target base pay for this role is between $60,000-$75,000 + commission plan. 3 weeks of paid vacation, 6 personal days, 12 sick days, 13 paid holidays, medical and dental plans, 401(k) plans with company match, back-up childcare assistance, tuition assistance and more!

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Massachusetts Medical Society is an Equal Opportunity Employer: Min/Fem/Vet/Disabled