Account Coordinator- B

Job Title

These are the fundamental components of the job:

• Manage and retain a book of small accounts without producer involvement
• Primary contact between client and carrier
• Prepare digital meeting materials
• Track outstanding items and ensure follow-through from appropriate parties
• Facilitate carrier paperwork for new business, renewing business, and ad hoc requests
• Assist in coordinating and managing virtual client presentations
• Maintain complete and accurate documentation in CRM (Salesforce)
• Support client retention goal of 95%

Other functions of the job:

• Proactively manage the renewal timeline for clients
• Facilitate implementation of new clients
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

• 3 years' experience in employee benefits, customer service or account management preferred
• Bachelor's degree and Life Accident and Health license preferred; ability to obtain in 90 days
• Ability to prioritize and strong time management in a fast-paced environment
• Persuasive communication style and ability to communicate complex messages with a wide range of audiences on an internal and external basis (both written and verbal)
• Strong PC skills required including Microsoft Word, Excel and PowerPoint and the ability to learn systems in an effective and efficient manner. Salesforce CRM experience a plus
• Ability to work well independently and on a team
• 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

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!
• Outstanding benefits (medical, dental, vision)
• Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection and pet wellness
• 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 $45,000.00 to $72,737.50.