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Employee Benefits Client Relationship Manager

$71.71k - $119.51k

LAWLEY AGENCY, LLC

Job Description

Job Description

These are the fun damental components of the job:

  • Manage the overall client relationship process for complex accounts
  • Coordinate communication with client in all aspects, working closely with Partners, Benefit consultants, Group and Medical Marketing Account Managers, Underwriting, Health Management Strategists and Claims Analyst
  • Develop, coordinate and assure follow through of client strategic initiative documents
  • Provide leadership and technical guidance needed to support superior customer service
  • Act as a resource for all aspects of Lawley’s Employee Benefits division
  • Maintain complete and accurate documentation of all tasks in computer system
  • Reach and maintain client relationship goal of 95% or greater

Other fun ctions 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 project management or similar role for 6 years or more
  • Life Accident and Health License; insurance designations preferred
  • Bachelors’ degree in communications or related field
  • Demonstrated leadership skills
  • Relevant knowledge of benefit products, documents and usages
  • Computers skills are a must; including proficiency in Excel
  • Ability to work well independently and on a team
  • A passion to make customers and coworkers feel important and valued
  • Incredible attention to detail and organizational skills
  • Open to continuing education, college degree preferred
  • Positive attitude, even in a fast paced environment
  • 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 $71,706.08 to $119,510.13.

Vacancy posted 11 days ago
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