Employee Benefits SBS Account Coordinator

About the role

Manage and retain a book of small (2-25 lives) accounts without producer involvement. Primary contact between client and carrier. Prepare digital meeting materials. Track outstanding items and ensure follow-through from appropriate parties. Facilitate carrier paperwork for new business, renewing business, and ad hoc requests. Assist in coordinating and managing virtual client presentations. Maintain complete and accurate documentation in CRM (Salesforce).

Support client retention goal of 95%.

Other Functions of the Job

Proactively manage the renewal timeline for clients. Facilitate implementation of new clients. Expand and grow in your role when supporting miscellaneous duties as requested.

Skills / Traits That We Value for This Role

• 3 years’ experience in employee benefits, customer service or account management preferred.
• Bachelor’s degree and Life Accident and Health license preferred; ability to obtain in 90 days.
• Ability to prioritize and strong time management in a fast-paced environment.
• Persuasive communication style and ability to communicate complex messages with a wide range of audiences on an internal and external basis (both written and verbal).
• Strong PC skills required including Microsoft Word, Excel and PowerPoint and the ability to learn systems in an effective and efficient manner.
• Salesforce CRM experience a plus.
• Ability to work well independently and on a team.
• A 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.

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!
• Outstanding Benefits (Medical, Dental, Vision).
• Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection and pet wellness.
• 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!

Compensation Range

A reasonable estimate of the current range is $45,000.00 to $72,737.50.

About Lawley Insurance

The Lawley Mission: Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.