Commercial Insurance Assistant Account Mgr

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Lawley Services Inc

Posted 3 months ago

Full Time

North Haven, Connecticut

Hybrid

Smart Summary

Responsibilities

Produce insurance documents including binders, certificates, and policies while managing renewal processes and audits. Identify cross-sell and up-sell opportunities to grow the client portfolio.

Qualifications

You have at least one year of experience in a similar commercial insurance role and possess strong Microsoft Word and Excel skills. You are also willing to obtain your Property/Casualty License within your first 90 days and have a college degree or are open to continuing education.

Must Have Skills for ATS

Property/Casualty License

Microsoft Word

Microsoft Excel

Applied/EPIC

Commercial Insurance

Job Description

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, 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 $37,950.00 to $63,250.00.

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Lawley Services Inc

Lawley is a privately-owned, independent regional insurance firm specializing in property, casualty, and personal insurance, employee benefits, and risk management consulting. Lawley is amongst the Top 50 Largest Insurance Brokers in the US, according to Business Insurance magazine. For over 70 years, Lawley’s team of more than 600 associates has developed customized property, casualty, surety, and benefits insurance programs for businesses and municipalities of all sizes, along with personalized protection for individuals and their families. Lawley is consistently recognized as one of the Best Places to Work by Buffalo Business First. Headquartered in Buffalo, NY, Lawley has branch offices across New York, New Jersey, Connecticut, and Florida. To find out more, visit lawleyinsurance.com.
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