Commercial Insurance RFP/BOR Specialist

Job Title

These are the fundamental components of the job:

• Manage and complete Requests for Proposals (RFPs) from start to finish, ensuring accuracy and timely submission
• Support the Broker of Record (BOR) process, including documentation, coordination, and follow-up
• Assist with the preparation and completion of carrier contracts
• Gather and compile proposal content and supporting documentation from internal teams
• Ensure all submissions meet company standards and client requirements
• Maintain organized records of proposals, contracts, and related materials

Other functions of the job:

• Expand and grow in your role when supporting miscellaneous duties as requested
• Support corporate and operational projects as needed
• Assist with tracking deadlines and coordinating deliverables across Commercial teams
• Provide general administrative support related to proposals and contracting
• Expand responsibilities and take on additional duties as needed to support team goals

Skills / traits that we value for this role:

• Minimum of 3 years of commercial insurance preferred
• Prior experience working with RFPs, proposals, or client submissions preferred
• Applied/ Epic experience a plus
• Experience supporting Broker of Record (BOR) processes is a plus
• Property & Casualty (P&C) license preferred
• Strong proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail with a high level of accuracy
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong organizational and time management skills
• Clear and professional written communication skills
• Ability to work independently and collaboratively across teams
• Strong problem-solving skills and ability to work with limited direction
• High level of professionalism and ability to handle sensitive information

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 $45,000 to $72,737.50.