Employee Benefits Account Executive

Job Description

Job Description

TO APPLY PLEASE UTILIZE THE FOLLOWING LINK: -benefits-client-relationship-manager-mahopac-ny-or-connecticut/

Lawley is in search of a strong Employee Benefits Client Relationship Manager in Mahopac, NY or Connecticut supporting large group benefits accounts! This person will manage an established book of business for clients with 250+ lives. This position would manage the overall client relationship process including coordinating client communication, working closely with internal teams, partners and benefits consultants and providing leadership/technical guidance to support superior service. The ideal candidate would have insurance experience in account management for 6+ years, a LAH license, and be proficient in Microsoft Office. Lawley is a family owned organization with strong core values that offers an emphasis on work / life balance. This position offers a competitive salary structure, generous benefits, a hybrid remote/in office schedule (once fully trained), and more! If you have benefits experience and the desire to join one of the best places to work in insurance, please consider applying today!

Fundamental 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 functions of the job:

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

Skills/Traits That We Value for This Role:

• Bachelors’ degree in communications or related field.
• Insurance experience in project management or similar role for 6 years or more.
• Life Accident and Health License; insurance designations preferred.
• 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.

What’s in It for You?

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 $140,000.