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Commercial Insurance Assistant Account Mgr

North Haven, CT, US; Shelton, CT, USPosted 5 days ago

Job Description

These are the fundamental components of the job:

  • 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

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:

  • At least one-year experience in a similar position; Commercial experience preferred
  • Property/Casualty License (all lines) or willingness to pursue in first 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
  • A passion to make customers and coworkers feel important and valued
  • Capability to work quickly and efficiently
  • Methodical, yet swift decision-making skills especially in regard to prioritization
  • Precise communication skills, 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 $37,950.00 to $63,250.00.

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Commercial Insurance Assistant Account Mgr at WL Putnam Agency | Renata