Personal Insurance Account Manager

Personal Insurance Account Manager

Position Focus:

• 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
• Oversee all new business and endorsements for existing clients, as well as underwriting cancellations, working toward retaining clients
• Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause
• Support all Personal Lines initiatives, as guided by Lawley values, sales culture and scorecard

Successful candidates ideally possess:

• Insurance experience in customer service or account management for 3 years or more
• Property/Casualty License
• Relevant knowledge of insurance products, documents and usages
• Computers skills are a must, Applied & EPIC experiences is preferred
• Independence and ability to function well on a team
• Incredible attention to detail and organizational skills
• Open to continuing education, college degree preferred
• Positive attitude, even in a fast paced environment
• A need to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Methodical, yet swift decision making skills
• Precise verbal and written communication skills, even under time constraints
• Fluency (written and verbal) in Spanish preferred

What’s in it for you? The Lawley Advantage!

• Fulfilling career securing your clients’ well being
• Competitive salary, referral bonuses AND an annual bonus eligibility
• Great Benefits (Medical, Dental, Vision, Wellness– the works!)
• Educational and growth opportunities
• Generous PTO and 401K upon hire
• Comfortable, family oriented culture
• Office hours 8-5
• Lawley is not a call center environment
• Work hard, play hard!!!

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