Lawley is in search of a strong Employee Benefits Client Relationship Manager in Mahopac, NY or Connecticut supporting large group benefits accounts! This person will manage an established book of business for clients with 250+ lives. This position would manage the overall client relationship process including coordinating client communication, working closely with internal teams, partners and benefits consultants and providing leadership/technical guidance to support superior service. The ideal candidate would have insurance experience in account management for 6+ years, a LAH license, and be proficient in Microsoft Office. Lawley is a family owned organization with strong core values that offers an emphasis on work / life balance. This position offers a competitive salary structure, generous benefits, a hybrid remote/in office schedule (once fully trained), and more!
Fundamental Components of the Job:
- Manage the overall client relationship process for complex accounts.
- Coordinate communication with client in all aspects, working closely with Partners, Benefit consultants, Group and Medical Marketing Account Managers, Underwriting, Health Management Strategists and Claims Analyst.
- Develop, coordinate and assure follow through of client strategic initiative documents.
- Provide leadership and technical guidance needed to support superior customer service.
- Act as a resource for all aspects of Lawley’s Employee Benefits division.
- Maintain complete and accurate documentation of all tasks in computer system.
- Reach and maintain client relationship goal of 95% or greater.
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:
- Bachelors’ degree in communications or related field.
- Insurance experience in project management or similar role for 6 years or more.
- Life Accident and Health License; insurance designations preferred.
- Demonstrated leadership skills.
- Relevant knowledge of benefit products, documents and usages.
- Computers skills are a must; including proficiency in Excel.
- Ability to work well independently and on a team.
- A passion to make customers and coworkers feel important and valued.
- Incredible attention to detail and organizational skills.
- Open to continuing education, college degree preferred.
- Positive attitude, even in a fast paced environment.
- Capability to work quickly and efficiently.
- Methodical, yet swift decision making skills.Precise verbal and written communication skills, even under time constraints.
What’s in It for You?
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 1st 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 $71,706.08 to $140,000.
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