Job Description
Job Description
These are the fundamental components of the job:
- Internal coordinator for Municipal business service model
- Assemble and track all client information for new business; coordinate Consulting Agreements and Scope of Services, Broker of Record Letters, and Business Associate Agreements, and HIPAA forms
- Coordinate and track stop loss business (new and renewal) processes with Underwriter and Client Relationship Manager
- Manage client service model: set priorities and manage deadlines to ensure efficient, timely and accurate creation of team deliverables
- Develop and maintain effective working relationships in liaison role with client, Third party administrator, and vendor partners through transitions and implementations
- Maintain complete and accurate documentation in CRM (Salesforce)
- Support client retention goal of 95%
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:
- 3‐5 years’ experience in employee benefits customer service or account management, specific to self‐funded plans
- Bachelor’s degree and Life Accident and Health license preferred; open to continuing education
- 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
- 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!
- 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 $51,498.15 to $85,830.25.