These are the fundamental components of the job:
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Act as a liaison with insurance carriers and third-party administrators for all client reporting
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Create graphs, charts, claims analysis and design unique reports to fit each client’s needs including pre-renewals, premium equivalents and underwriting considerations
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Maintain tools to calculate self-funded client reserve requirements (IBNR) that meets actuarial standards
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Work with medical, dental and group staff to create client presentations
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Maintain RFP’s in relation to self-funded clients and make recommendation on self-funded RFP’s
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Utilize benchmarks, develop models for enhancing efficiency and accuracy and maintain complete and accurate documentation of all tasks in Salesforce
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Act as a resource and mentor, and provide input on all aspects of client reporting and analytics
Other functions of the job:
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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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Insurance experience in customer service background or account management
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At least 3 years’ experience in a similar or related position
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Life Accident & Health License; designations preferred
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Bachelor’s degree in Math, Economics, Accounting, Business or related field
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Relevant knowledge of group insurance products, documents and usages
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Excel proficiency is a must! Experience with advanced Excel functions desired
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Additional Computers skills desired include Word, Outlook & PowerPoint
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Strong analytical skills with a focus on meeting expectations and requirements of both internal partners and external customers
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Operational background with a strong ability to prioritize, plan and problem solve in a team environment
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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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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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Precise verbal and written communication skills, even under time constraint
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Capability to work quickly and efficiently
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Methodical, yet swift decision-making skills
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 $56,750 to $101,279.75 (salary grade ranges min-max)
