Lawley · 1 week ago
Commercial Insurance Assistant Account Manager
Shelton, CT
Full-time
Hybrid
Entry Level
$38K/yr - $63K/yr
1+ years expLawley is a family-owned insurance broker with over 70 years of experience, committed to building genuine relationships with teams and clients. The role of Commercial Insurance Assistant Account Manager involves producing insurance documents, obtaining renewal quotes, and identifying cross-sell and up-sell opportunities while supporting miscellaneous duties as requested.
ConsultingEmployee BenefitsInsurance
Responsibilities
Produce summaries, ordering and issuing binders, certificates, policies, policy changes, premium/loss summaries, proposals, complete coverage reviews and other insurance documents within designated timelines
Obtain non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause, validate audits
Identify cross sell and up sell opportunities as appropriate
Expand and grow in your role when supporting miscellaneous duties as requested
Qualification
Required
At least one-year experience in a similar position; Commercial experience preferred
Property & Casualty License or willingness to pursue within 90 days
Relevant knowledge of insurance products, documents and usages
Word and Excel skills are a must
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Open to continuing education
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
Preferred
Commercial experience preferred
Applied/EPIC and carrier website experience is preferred
College degree preferred
Benefits
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.
Company
Lawley
A privately-owned, independent regional insurance firm .
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Pritzker Private Capital
2023-10-23Private Equity
Leadership Team
Beth Bauman, MBA CPA CGMA
Co-CFO
Bill Fritts
Managing Branch Partner
Recent News
Rochester Business Journal
2025-11-20
Rochester Business Journal
2025-10-17
2024-04-08
Company data provided by crunchbase