These are the fundamental components of the job:
- Manage the overall client relationship process for complex accounts
- Coordinate communication with client in all aspects, working closely with Partners, Benefit consultants, Group and Medical Marketing Account Managers, Underwriting, Health Management Strategists and Claims Analyst
- Develop, coordinate and assure follow through of client strategic initiative documents
- Provide leadership and technical guidance needed to support superior customer service
- Act as a resource for all aspects of Lawley’s Employee Benefits division
- Maintain complete and accurate documentation of all tasks in computer system
- Reach and maintain client relationship goal of 95% or greater
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 project management or similar role for 6 years or more
- Life Accident and Health License; insurance designations preferred
- Bachelors’ degree in communications or related field
- Demonstrated leadership skills
- Relevant knowledge of benefit products, documents and usages
- Computers skills are a must; including proficiency in Excel
- Ability to work well independently and on a team
- A passion to make customers and coworkers feel important and valued
- Incredible attention to detail and organizational skills
- Open to continuing education, college degree preferred
- Positive attitude, even in a fast paced environment
- Capability to work quickly and efficiently
- Methodical, yet swift decision making skills
- Precise verbal and written 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 $71,706.08 to $119,510.13.