These are the fundamental components of the job:
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Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines
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Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships
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Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed
Other functions of the job:
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Identify cross sell and up-sell opportunities as appropriate
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Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
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Insurance experience in customer service or account management for 3 years or more
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Property/Casualty License (all lines)
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Relevant knowledge of insurance products, documents and usages
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Computers skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred
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Ability to work well independently and on a team
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Incredible attention to detail and organizational skills
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Open to continuing education, college degree or equivalent industry designations
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Positive attitude, even in a fast-paced environment
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A passion to make customers and coworkers feel important and valued
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Capability to work quickly and efficiently
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Methodical, yet swift decision making skills
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Precise communication skills, even under time constraints
A bit about Lawley!
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We are not a call center environment
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We achieve success by building genuine relationships together, with our teams and clients
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We are a family owned insurance broker (nearly 70 years!)
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We are deeply committed to the communities we serve and love to get involved
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We work hard and play hard!!!
Why Lawley?
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Competitive salary and referral bonuses!
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Expansive Benefits (Medical, Dental, Vision—and SO many more)
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3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
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Company 401K contribution received starting Day 1 (for participants 21+ years old)
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Educational support, career development, and growth opportunities
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Job Security (we’ve never had a lay-off, even during the pandemic)
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Flexibility, including hybrid schedules! Business hours 8am-4:30pm
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Comfortable, family-oriented culture, with an emphasis on work life balance
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Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
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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 $56,750.00 to $101,279.75.