Technical Support Us Lead (Property Facultative)

Position Overview:  

This individual will work closely with a team of brokers and have the responsibility for ensuring that all compliance requirements have been met and all documentation adheres to BMS policies regarding reinsurance placements.  He/She will provide support to account team members on assigned accounts using proprietary applications as well as standard applications to help ensure accuracy, efficiency and internal/external client satisfaction.  The role will monitor key activities to promote best practices and compliance with quality and/or regulatory driven procedures. As this team is growing rapidly, we intend to build out this team. This role will be responsible for the recruitment and leadership of a team of other Technical Support colleagues.

Essential Responsibilities: 

• Track/document reinsurance placement per BMS compliance standards:
  • Complete BMS Compliance Checklist and have oversight on all related requirements (Due Diligence for new company requests, BORs, client direction letters, disclaimers, etc.) for new and renewal reinsurance placements.  
  • File and label key correspondence and documents associated with a reinsurance placement as required per BMS' Compliance Checklist.
  • Ensure adherence to procedures

• Create marketing lists containing key financial information as requested by broker team using internal application and/or AmBest and SNL rating websites.  
• Create/update exhibits (such as reinsurance structure, loss triangles, loss/premium bordereaux reports, contract summary of terms, market financial reports, etc.) for underwriting submissions, presentations, client confirmation packages, etc. using applications such as Word, PowerPoint, Excel and BMS Group Applications.  
• Act as a dedicated Power User of internal CRM
  • Responsible for keeping CRM updated so that revenue projections, pipeline reports and activity reports are as accurate as possible.
  • Enter and maintain new prospect opportunities, complete new company request forms, file forms, run reports and distribute to team regularly and upon request.
• Set up/maintain internal and external file sharing folders via ShareFile application website and by coordinating with BMS IT team as necessary.  
• Organize and maintain shared office folders to be a local source of templates, forms, e-mail examples, or anything upon request; to be easily accessed by the team.
• Assist broker team in various ways upon request to help ensure accurate and efficient work products: proofreading, preparing draft e-mails to clients/markets, projects, liaison to accounting/claims dept. on any issues, liaison with contract wording department and monitor status of requested contract changes, etc.
• In near term, recruit and lead a team of other Technical Support colleagues

Required Education, Experience and Skills:

• Bachelor's degree or minimum of 5 years of relevant experience
• Experience in the placement and negotiation of various lines of business including but not limited to - Property & Casualty, and Financial/Professional Lines

• Strong organizational abilities, attention to detail and the ability to multitask
• Ability to effectively contribute and collaborate with team and interact with others
• Advanced Microsoft Office skills, specifically Teams, PowerPoint, Excel and Word.

• Strong communication skills, the ability to communicate effectively (written & verbal at all levels)
• Interest and ability to manage a team 

What's in it for me? 

This role offers a competitive salary and exceptional benefits, including the following offerings: 

• comprehensive medical and dental plan options for you and your dependents 
• vision, short-and long-term disability and life insurance options 
• 401(k) with company match 
• employer funded health saving accounts  
• business travel accident insurance 
• identity theft and legal services 
• fitness and wellness reimbursement 
• generous leave policies, including parental leave 
• paid holidays, volunteer days and your birthday off! 
• opportunity to purchase equity   

Depending on the experience of the candidate and the geogtaphic location, the salary range will be between $100,000 to $175,000. The annual base salary range provided for this position is a nationwide marker range and represents a broad range of salaries for this role across the country. The actual salary advanced to the desired candidate will be based on a number of factors, including geographic location and the skills, education, training, credentials, and experience of the desired candidate.

Employment Practices

BMS is an Equal Opportunity Employer. Through our Diversity, Equity and Inclusion (DEI) vision, we are committed to 'building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.'  As such, we have created our 'BMS Together' program, with dedicated training, collaborative committees and intentional partnerships.

BMS offers flexible and hybrid working policies and we're happy to discuss options with you upon application.  Please let our team know if you require any adjustments to support you through the application process.