Commercial Insurance Account Manager

ZipRecruiter; Batavia (IL); Hybrid; USD 56,000 - 102,000; Full time

Job summary

An established industry player is seeking a dedicated insurance professional to manage client relationships and ensure timely document processing. This role offers a unique opportunity to work in a family-owned environment that values genuine connections and community involvement. With a competitive salary and extensive benefits, including flexible schedules and generous PTO, this position is perfect for individuals passionate about customer service and professional growth. Join a team that believes in hard work and a fulfilling work-life balance while contributing to a legacy of nearly 70 years in the insurance industry.

Benefits

Medical, Dental, Vision benefits

3 weeks of PTO

401K contributions from Day 1

Flexible schedules

Unlimited Volunteer Time Off

Career development opportunities

Competitive salary

Referral bonuses

Family-oriented culture

Generous holiday schedule

Qualifications

• 3+ years of insurance customer service or account management experience.
• Strong organizational and communication skills are essential.
• Openness to continuing education and industry designations.

Responsibilities

• Manage a book of business, including renewals and insurance documents.
• Conduct consultative conversations with clients and maintain relationships.
• Identify cross-sell and up-sell opportunities.

Skills

Insurance experience

Property/Casualty License

Knowledge of insurance products

Computer skills (Word, Excel, Outlook)

Attention to detail

Organizational skills

Communication skills

Ability to work independently

Positive attitude

Methodical decision-making

Education

College degree

Industry designations

Tools

Applied/EPIC

Job description

Job Description

These are the fundamental components of the job:

• Manage an established book of business assigned specifically to you, including renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals, and other insurance documents within designated timelines.
• Conduct consultative conversations with a Commercial client base; establish and maintain carrier and client relationships.
• Obtain non-marketed renewal quotes from existing carriers, complete renewal processes, and handle non-renewal and cancellations for cause; prepare complete marketing submissions for existing clients as needed.

Other functions of the job:

• Identify cross-sell and up-sell opportunities as appropriate.
• Support miscellaneous duties as requested to support your growth and role expansion.

Skills / traits that we value for this role:

• Insurance experience in customer service or account management for 3+ years.
• Property/Casualty License (all lines).
• Relevant knowledge of insurance products, documents, and usages.
• Computer skills are essential: Word, Excel, Outlook; Applied/EPIC experience is a plus.
• Ability to work independently and collaboratively.
• Exceptional attention to detail and organizational skills.
• Openness to continuing education, college degree, or industry designations.
• Positive attitude, even in a fast-paced environment.
• A passion for making customers and coworkers feel valued.
• Ability to work efficiently and quickly.
• Methodical decision-making skills, yet swift when necessary.
• Clear, precise communication skills, even under time constraints.

A bit about Lawley!

• We are not a call center environment.
• Success is built on genuine relationships with teams and clients.
• Family-owned insurance broker with nearly 70 years of history.
• Deeply committed to community involvement.
• We believe in working hard and playing hard!

Why Lawley?

• Competitive salary and referral bonuses.
• Extensive benefits: Medical, Dental, Vision, and more.
• 3 weeks of PTO (prorated) and a generous holiday schedule, available from day one.
• Company 401K contributions starting Day 1 for eligible employees.
• Opportunities for education, career development, and growth.
• Job security; no layoffs during the pandemic or otherwise.
• Flexible schedules, including hybrid options; business hours 8 am - 4:30 pm.
• Family-oriented culture emphasizing work-life balance.
• Unlimited Volunteer Time Off to serve communities.
• Fulfilling roles aligned with your career goals and company needs.

The compensation range for this position considers factors like experience, skills, and licenses/designations. It typically ranges from $56,750 to $101,279.75, but actual starting pay may vary based on individual circumstances and location.