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Commercial Insurance Account Technician

Lawley AgencyBatavia, NYApril 27th, 2026
Job Description These are the fun damental components of the job: * 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 fun ctions 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 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 (nearly 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.