Commercial Insurance Account Manager jobs in United States
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Lawley · 1 day ago

Commercial Insurance Account Manager

Lawley is a family-owned insurance broker with over 70 years of experience, committed to building genuine relationships with clients and the community. They are seeking a Commercial Insurance Account Manager to manage an established book of business, conduct consultative conversations with clients, and identify cross-sell and up-sell opportunities.

ConsultingEmployee BenefitsInsurance
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Growth Opportunities

Responsibilities

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
Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships
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
Identify cross sell and up-sell opportunities as appropriate
Expand and grow in your role when supporting miscellaneous duties as requested

Qualification

Insurance experienceProperty/Casualty LicenseInsurance product knowledgeApplied/EPIC experienceAttention to detailOrganizational skillsTeamworkPositive attitudeCommunication skills

Required

Insurance experience in customer service or account management for 3 years or more
Property/Casualty License (all lines)
Relevant knowledge of insurance products, documents and usages
Computers skills are a must! Word, Excel and Outlook
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Open to continuing education, college degree or equivalent industry designations
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

Applied/EPIC experience

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

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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