Commercial Insurance Assistant Account Mgr

Job Title

These are the fundamental components of the job:

• Produce summaries, ordering and issuing binders, certificates, policies, policy changes, premium/loss summaries, proposals, complete coverage reviews and other insurance documents within designated timelines
• Obtain non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause, validate audits

Other functions of the job:

• Identify cross sell and up sell opportunities as appropriate
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

• At least one-year experience in a similar position; Commercial experience preferred
• Property/Casualty License (all lines) or willingness to pursue in first 90 days
• Relevant knowledge of insurance products, documents and usages
• Word and Excel skills are a must. Applied/EPIC and carrier website experience is preferred
• 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 especially in regard to prioritization
• Precise 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, visionand 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 $37,950.00 to $72,737.50