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Employee Benefits Account Executive

Darien, CT, US; Shelton, CT, US; Stamford, CT, US; Norwalk, CT, US; North Haven, CT, USPosted 1 weeks ago

Job Description

  • Manage account service and strategic initiatives including plan analysis and acting as a liaison between the client and carrier
  • Respond to client inquiries, renewals, benefit changes as needed and communicate through group meetings for enrollment
  • Work with carriers to facilitate presentations for clients, or conduct presentations personally
  • Identify cross selling opportunities within Lawley Benefits Group (LBG) and refer clients to other product lines
  • Reach and maintain client retention goal of 95% or greater

Other functions of the job:

  • 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
  • Life Accident & Health License
  • Relevant knowledge of group insurance products, documents and usages
  • Computers skills are a must; Including Word, Excel, Outlook & PowerPoint
  • Demonstrated relationship building skills
  • 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
  • Precise verbal and written 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 $56,750 to $101,279.75.

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Employee Benefits Account Executive at WL Putnam Agency | Renata