These are the fundamental components of the job:
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Provide underwriting support to Benefit Consultants, Client Relationship Managers and Account Executives
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Develop knowledge in the fundamentals of Benefits underwriting, reporting, and consulting with Lawley’s support
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Coordinate provision of financial analysis, clinical analysis and formulate underwriting, contribution and financial analysis reports
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Create client reporting package and deliver clear and concise reporting on a timely basis
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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At least three months of experience in a similar or related position; this is an entry level position with on-the-job training provided by Lawley
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Bachelor’s degree in Math, Economics, Accounting, Business or related field
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Life Accident & Health and designations preferred or willingness to obtain
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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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Operational background with a strong ability to prioritize, plan and problem solve in a team environment
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Capability to work quickly and efficiently
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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 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.
