Commercial Insurance Account Technician

Lawley Insurance

  • Buffalo, New York
  • 1 day ago
  • $51,498.15–$85,830.25
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Skills

  • Billingunmatched
  • Call Centersunmatched
  • Communication Skillsunmatched
  • Cross-Sellingunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Financeunmatched
  • Insuranceunmatched
  • Insurance Documentationunmatched
  • Insurance Salesunmatched
  • Microsoft Excelunmatched
  • Microsoft Wordunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Pricingunmatched
  • Product Documentationunmatched
  • Sales Managementunmatched
  • Sales Prospectingunmatched
  • Underwritingunmatched
  • Up-Sellingunmatched
  • Writing Skillsunmatched

Description

TO APPLY PLEASE UTILIZE THE FOLLOWING LINK:

These are the fundamental components of the job:
  • Provide support to internal Commercial Lines teams in obtaining, maintaining, expanding and servicing accounts by underwriting all company products against Epic data.
  • Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines include a check policy and agency management system for accuracy.
  • Refer gaps in coverage and other account deficiencies to account manager. 
  • Resolve coverage/pricing discrepancies with insurance company.
  • Process binder bills/deposit bills and signed finance agreements with deposits.
  • Maintain effective working relationships with current and prospective clients, producers, company and agency associate.

Other functions of the job:
  • Identify cross sell, account round, and up-sell opportunities refer gaps in coverage and other account deficiencies to account manager.
  • Expand and grow in your role when supporting miscellaneous duties as requested.

Skills / traits that we value for this role:
  • At least one-year insurance experience in account servicing.
  • Property/Casualty License (all lines).
  • Relevant knowledge of insurance products, documents and usages.
  • Word and Excel skills are a must; Applied/EPIC experience is preferred.
  • Ability to work well independently and 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 passion to achieve results, and the resourcefulness to do so.
  • 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, verbal and written, even under time constraints.

A bit about Lawley!
  • We are not a call center environment.
  • We achieve success by building genuine relationships together, with our teams and clients.
  • We are a family owned insurance broker (70+ years!).
  • We are deeply committed to the communities we serve and love to get involved.
  • We work hard and play hard!!!

 Why Lawley? 
  • 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.

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 $51,498.15 to $85,830.25.

Numbers & Facts

LocationBuffalo, New York
Salary$51,498.15–$85,830.25

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