These are the fundamental components of the job:
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Produce summaries, ordering and issuing binders, certificates, policies, policy changes, premium/loss summaries, proposals, complete coverage reviews and other insurance documents within designated timelines
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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:
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Identify cross sell and up sell opportunities as appropriate
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Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
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At least one-year experience in a similar position; Commercial experience preferred
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Property/Casualty License (all lines) or willingness to pursue in first 90 days
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Relevant knowledge of insurance products, documents and usages
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Word and Excel skills are a must. Applied/EPIC and carrier website experience is preferred
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Ability to work well independently and on a team
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Incredible attention to detail and organizational skills
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Open to continuing education, college degree preferred
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Positive attitude, even in a fast-paced environment
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A passion to make customers and coworkers feel important and valued
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Capability to work quickly and efficiently
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Methodical, yet swift decision-making skills especially in regard to prioritization
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Precise communication skills, even under time constraints
A bit about Lawley!
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We are not a call center environment
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We achieve success by building genuine relationships together, with our teams and clients
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We are a family owned insurance broker (70+ years!)
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We are deeply committed to the communities we serve and love to get involved
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We work hard and play hard!!!
Why Lawley?
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Competitive salary and referral bonuses!
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Expansive Benefits (Medical, Dental, Vision—and SO many more)
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3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
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Company 401K contribution received starting Day 1 (for participants 21+ years old)
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Educational support, career development, and growth opportunities
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Job Security (we’ve never had a lay-off, even during the pandemic)
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Flexibility, including hybrid schedules! Business hours 8am-4:30pm
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Comfortable, family-oriented culture, with an emphasis on work life balance
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Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
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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 $45,000.00 to $72,737.50.
