Commercial Insurance Account Manager - Professional/Specialty Risks jobs in United States
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Lawley · 1 week ago

Commercial Insurance Account Manager - Professional/Specialty Risks

Lawley is a family-owned insurance broker seeking a Specialty Insurance Account Manager for their commercial team in Buffalo or Rochester, NY. The role involves managing Specialty Insurance accounts, conducting consultative conversations with clients, and maintaining carrier relationships while ensuring timely delivery of insurance documents.

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Growth Opportunities

Responsibilities

Managing Financial Lines of Business for Commercial Insurance accounts including renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals, and other insurance documents within designated timelines
Specialize in Financial Insurance Coverages – Directors & Officers Liability, Cyber Liability, Employment Practices Liability, Professional Liability, Employment Practices Liability, Crime, Pollution, Fiduciary Liability, etc
Conduct consultative conversations with a Commercial client base; establish and maintain carrier relationships, including regular meetings and presentations to new and existing clients
Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes, and handling non-renewals and cancellations for cause; prepare complete marketing submissions on existing clients as needed

Qualification

Insurance account managementFinancial Lines coverageProperty/Casualty LicenseApplied/EPIC experienceInsurance product knowledgeAttention to detailOrganizational skillsTeamworkPositive attitudeCommunication skills

Required

Insurance experience in account management for 3 years or more
Coverage experience in Financial Lines of Commercial Lines Business – Cyber Liability, Directors & Officers Liability, Professional Liability, Employment Practices Liability, Crime, Pollution, Fiduciary Liability
Relevant knowledge of insurance products, documents, and usages
Computer skills are a must: Word, Excel, and Outlook
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
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
Precise communication skills, even under time constraints

Preferred

Property/Casualty License; designations preferred
Applied/EPIC experience is preferred
Open to continuing education, college degree, or equivalent industry designations

Benefits

Medical
Dental
Vision
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.
Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).

Company

Lawley

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A privately-owned, independent regional insurance firm .

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Pritzker Private Capital
2023-10-23Private Equity

Leadership Team

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Beth Bauman, MBA CPA CGMA
Co-CFO
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Bill Fritts
Managing Branch Partner
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Company data provided by crunchbase