Job Description
Job Description
These are the fundamental components of the job:
- Manage and retain a book of small (2-25 lives) accounts without producer involvement
- Primary contact between client and carrier
- Prepare digital meeting materials
- Track outstanding items and ensure follow-through from appropriate parties
- Facilitate carrier paperwork for new business, renewing business, and ad hoc requests
- Assist in coordinating and managing virtual client presentations
- Maintain complete and accurate documentation in CRM (Salesforce)
- Support client retention goal of 95%
Other functions of the job:
- Proactively manage the renewal timeline for clients
- Facilitate implementation of new clients
- Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
- 3 years’ experience in employee benefits, customer service or account management preferred
- Bachelor’s degree and Life Accident and Health license preferred; ability to obtain in 90 days
- Ability to prioritize and strong time management in a fast‐paced environment
- Persuasive communication style and ability to communicate complex messages with a wide range of audiences on an internal and external basis (both written and verbal)
- Strong PC skills required including Microsoft Word, Excel and PowerPoint and the ability to learn systems in an effective and efficient manner. Salesforce CRM experience a plus
- Ability to work well independently and on a team
- 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
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!
- Outstanding Benefits (Medical, Dental, Vision)
- Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection and pet wellness
- 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 $43,642.50 to $72,737.50.