Employee Benefits Account Executive

Job Title

These are the fundamental responsibilities of the job:

• Manage account service and strategic initiatives including plan analysis and acting as a liaison between the client and carrier
• Respond to client inquiries, renewals, benefit changes as needed and communicate through group meetings for enrollment
• Work with carriers to facilitate presentations for clients, or conduct presentations personally
• Identify cross selling opportunities within Lawley Benefits Group (LBG) and refer clients to other product lines
• Reach and maintain client retention goal of 95% or greater
• Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position

Other functions of the job:

• Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

• Insurance experience in customer service or account management for 3 years or more
• Life Accident & Health License
• Relevant knowledge of group insurance products, documents and usages
• Computer skills are a must; Including Word, Excel, Outlook & PowerPoint
• Demonstrated relationship building skills
• Ability to work well independently and on a team
• Incredible attention to detail and organizational skills
• Open to continuing education, college degree preferred
• Positive attitude, even in a fast-paced environment
• A passion to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Methodical, yet swift decision-making skills
• Precise verbal and written communication skills, even under time constraints

A bit about Lawley!

• We are not a call center environment
• We achieve success by building genuine relationships together, with our teams and clients
• We are a family owned insurance broker (70+ years!)
• We are deeply committed to the communities we serve and love to get involved
• We work hard and play hard!!!

Why Lawley?

• Competitive salary and referral bonuses!
• Expansive benefits (medical, dental, vision—and so many more)
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old)
• Educational support, career development, and growth opportunities
• Job security (we've never had a lay-off, even during the pandemic)
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm
• Comfortable, family-oriented culture, with an emphasis on work life balance
• Unlimited volunteer time off opportunities (so you can assist in serving our communities)
• Fulfilling opportunities that align with your career path and our business needs

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $56,750 to $101,279.75.