What are the responsibilities and job description for the Personal Insurance Account Technician position at Lawley?
Responsibilities
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. We would love to welcome you to our Lawley Family! Take a look at our careers page to get more information on our current openings: https://www.lawleyinsurance.com/career-opportunities/
- Provide support to Personal Lines teams in obtaining, maintaining, expanding and servicing accounts.
- Check all renewal, endorsements and cancellation documents for accuracy and secure corrections.
- Preparing policies and product for delivery to insured and invoicing.
- Refer gaps in coverage, low limits and other account deficiencies to the Account Manager.
- Invoice all transactions within specified time frames.
- Expand and grow in your role when supporting miscellaneous duties as requested.
- At least one-year insurance experience in account servicing.
- Property/Casualty License.
- Relevant knowledge of insurance products, documents and usages.
- Computers skills are a must, Applied & EPIC experiences 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 high stress 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.
- 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!
- 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.
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. We would love to welcome you to our Lawley Family! Take a look at our careers page to get more information on our current openings: https://www.lawleyinsurance.com/career-opportunities/
Salary : $45,000 - $72,738