Commercial Insurance Account Manager

Lawley is in search of a Commercial Insurance Account Manager for their mid/large commercial team in the Purchase, NY office! This position will work with an established book of business, consulting clients on coverage, advising them on concerns, and cross/selling and upselling when appropriate. The ideal candidate has at least three years of experience servicing all aspects of commercial insurance accounts, a P&C license, and expert knowledge of insurance products and documents. This position includes a full package, including competitive benefits, generous PTO / holiday schedule, hybrid flexibility, and learning and development opportunities! If you have experience in servicing commercial accounts, a license, and the desire to join one of the best places to work in insurance, please consider applying today!

Fundamental Components of the Job:

• 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

Other functions of the job:

• Identify cross sell and up-sell opportunities as appropriate
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills/Traits That We Value for This Role:

• 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. 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 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

What’s in It for You?

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. A reasonable estimate of the current range is $67,415 to $112,359.