Commercial Insurance Account Technician
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.