Commercial Insurance Assistant Account Manager

About the role

Lawley is in search of a Commercial Insurance Assistant Account Manager to support our teams in Connecticut. This position will assist Account Managers with endorsements, certs, binders, as well as referring cross-sell and up-sell opportunities to the Account Manager for review with the client.

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.

Requirements

• At least one year of experience in a similar position
• Property & Casualty License or willingness to pursue within 90 days

Qualifications

• Relevant knowledge of insurance products, documents and usages
• Word and Excel skills are a must
• Applied/EPIC and carrier website 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
• Precise communication skills, even under time constraints

Skills/Attributes

• 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
• Applied/EPIC and carrier website 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
• Precise communication skills, even under time constraints

Benefits

Full package including benefits, hybrid/remote flexibility and a generous holiday and PTO schedule!

Pay

A reasonable estimate of the current range is $37,950.00 to $63,250.00.

Schedule

Business hours 8am-4:30pm. Hybrid schedule available.