TO APPLY-- PLEASE UTILIZE LINK BELOW:
These are the fundamental components of the job:
- Act as a liaison with insurance carriers and third-party administrators for all client reporting.
- Create graphs, charts, claims analysis and design unique reports to fit each client’s needs including pre-renewals, premium equivalents and underwriting considerations.
- Maintain tools to calculate self-funded client reserve requirements (IBNR) that meets actuarial standards.
- Work with medical, dental and group staff to create client presentations.
- Maintain RFP’s in relation to self-funded clients and make recommendation on self-funded RFP’s.
- Utilize benchmarks, develop models for enhancing efficiency and accuracy and maintain complete and accurate documentation of all tasks in Salesforce.
- Act as a resource and mentor, and provide input on all aspects of client reporting and analytics.
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:
- Insurance experience in customer service background or account management.
- At least 3 years’ experience in a similar or related position.
- Life Accident & Health License; designations preferred.
- Bachelor’s degree in Math, Economics, Accounting, Business or related field.
- Relevant knowledge of group insurance products, documents and usages.
- Excel proficiency is a must! Experience with advanced Excel functions desired.
- Additional Computers skills desired include Word, Outlook & PowerPoint.
- Strong analytical skills with a focus on meeting expectations and requirements of both internal partners and external customers.
- Operational background with a strong ability to prioritize, plan and problem solve in a team environment.
- Ability to work well independently and on a team.
- Incredible attention to detail and organizational skills.
- Positive attitude, even in a fast-paced environment.
- A passion to make customers and coworkers feel important and valued.
- Precise verbal and written communication skills, even under time constraint.
- 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 $56,750 to $101,279.75 (salary grade ranges min-max)