These are the fundamental responsibilities of the job:
· Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines
· Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships
· Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed
· Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position
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:
· Insurance experience in customer service or account management for 3 years or more
· Property/Casualty License (all lines)
· Relevant knowledge of insurance products, documents and usages
· Computers skills are a must! Word, Excel and Outlook. Applied/EPIC 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 or equivalent industry designations
· 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
· 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 $67,415.78 to $112,359.63.