Employee Benefits Account Executive

Lawley Services Inc; Buffalo (NY); Hybrid; USD 57,000 - 101,000; Full time

Benefits offered by this job

Hybrid schedule

Medical, dental, vision benefits

3 weeks PTO with holidays

Job summary

Lawley Services Inc. in Buffalo, NY is seeking an Employee Benefits Account Executive to manage client accounts, analyze plans, and act as the liaison between clients and carriers. The role includes presenting to clients and identifying cross-sell opportunities within the Lawley Benefits Group.

A college degree is preferred, with insurance and account-management experience valued. The position offers a competitive salary, extensive benefits, PTO, 401K from Day 1, and hybrid work options with

Qualifications

• Insurance experience in customer service or account management for 3 years or more.
• Knowledge of group insurance products, documents and usages.
• Proficient with Word, Excel, Outlook & PowerPoint.

Responsibilities

• 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.

Skills

Insurance experience

Customer service

Account management

MS Office

Relationship building

Attention to detail

Team collaboration

Communication skills

Education

College degree preferred

Tools

MS Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Employee Benefits Account Executive

1 Attachments

2 days ago Requisition ID: 1867

Salary Range: $56,750.00 To $101,279.75 Annually

These are the fundamental responsibilities of the job:

• 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
• Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position

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
• 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
• 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 1 st 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.