- Provide support with complex processing and underwriting functions for a high-volume team focused on large lines clients
- Review contracts and insurance requirements against client policy documents for compliance. Identify discrepancies, obtain quotes, discuss with client and process endorsements as necessary.
- Investigate and support clients with complex billing including discrepancies, creating special billing templates, and producing breakdowns by entity as requested.
- Produce, analyze, and manipulate data for detailed premium loss summaries, allocating losses by location and types of coverage.
- Support complex client change requests.
- Proactively research and solve client account discrepancies.
- Organize captive account renewal information, interpret data and update captive spreadsheets accordingly (i.e. large vehicle schedules)
- Assist with issuing binders, certificates, policies, proposals, and other insurance documents within designated timelines for Large Lines Clients
- Obtain non-marketed renewal quotes from existing carriers, complete renewal processes and handle non-renewal and cancellations for cause, validate audits
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:
- At least two years of experience in a similar position; Commercial experience required
- Property & Casualty License or willingness to pursue within 90 days
- Expert knowledge of insurance products, documents and usages
- Word and Excel skills are a must. Applied/EPIC and carrier website 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 make customers and coworkers feel important and valued
- Capability to work quickly and efficiently
- Methodical, yet swift decision-making skills especially in regard to prioritization
- 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 $43,642.50 to $72,737.50.