Commercial Insurance Account Specialist (Hybrid)
Lawley, Batavia, NY, United States
Provide support to internal Commercial Lines teams in obtaining, maintaining, expanding and servicing accounts by underwriting all company products against Epic data
Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines include a check policy and agency management system for accuracy
Refer gaps in coverage and other account deficiencies to account manager
Resolve coverage/pricing discrepancies with insurance company
Process binder bills/deposit bills and signed finance agreements with deposits
Maintain effective working relationships with current and prospective clients, producers, company and agency associates
Provide support to internal Commercial Lines teams in obtaining, maintaining, expanding and servicing accounts by underwriting all company products against Epic data Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines include a check policy and agency management system for accuracy Refer gaps in coverage and other account deficiencies to account manager Resolve coverage/pricing discrepancies with insurance company Process binder bills/deposit bills and signed finance agreements with deposits Maintain effective working relationships with current and prospective clients, producers, company and agency associates
Other Functions Of The Job
Identify cross sell, account round, and up-sell opportunities refer gaps in coverage and other account deficiencies to account manager Expand and grow in your role when supporting miscellaneous duties as requested
Skills/Traits That We Value For This Role
At least one-year insurance experience in account servicing Property/Casualty License (all lines) Relevant knowledge of insurance products, documents and usages Word and Excel skills are a must; 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 preferred Positive attitude, even in a fast-paced environment A passion to achieve results, and the resourcefulness to do so 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, verbal and written, even under time constraints
What’s in It for You?
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
About Lawley Insurance
The Lawley Mission Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust. We would love to welcome you to our Lawley Family! Take a look at our careers page to get more information on our current openings: https://www.lawleyinsurance.com/career-opportunities/ #J-18808-Ljbffr
Provide support to internal Commercial Lines teams in obtaining, maintaining, expanding and servicing accounts by underwriting all company products against Epic data Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines include a check policy and agency management system for accuracy Refer gaps in coverage and other account deficiencies to account manager Resolve coverage/pricing discrepancies with insurance company Process binder bills/deposit bills and signed finance agreements with deposits Maintain effective working relationships with current and prospective clients, producers, company and agency associates
Other Functions Of The Job
Identify cross sell, account round, and up-sell opportunities refer gaps in coverage and other account deficiencies to account manager Expand and grow in your role when supporting miscellaneous duties as requested
Skills/Traits That We Value For This Role
At least one-year insurance experience in account servicing Property/Casualty License (all lines) Relevant knowledge of insurance products, documents and usages Word and Excel skills are a must; 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 preferred Positive attitude, even in a fast-paced environment A passion to achieve results, and the resourcefulness to do so 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, verbal and written, even under time constraints
What’s in It for You?
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
About Lawley Insurance
The Lawley Mission Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust. We would love to welcome you to our Lawley Family! Take a look at our careers page to get more information on our current openings: https://www.lawleyinsurance.com/career-opportunities/ #J-18808-Ljbffr