Commercial Insurance Account Manager

Lawley Services Inc•Buffalo, NY

2d•$67,416 - $112,360•Hybrid

About The Position

The Commercial Insurance Account Manager manages an assigned, established book of business and supports commercial clients through renewals, insurance documentation, and relationship-focused service. The role includes obtaining renewal quotes from existing carriers, completing renewal processes, handling non-renewals and cancellations for cause, and preparing marketing submissions for existing clients when needed. The position also involves identifying cross-sell and upsell opportunities and assisting with other duties as requested. Lawley describes itself as a family-owned insurance broker with more than 70 years of history. It emphasizes genuine relationships with clients and teams, community involvement, a family-oriented culture, and work-life balance. The role offers flexibility, including hybrid schedules, and business hours of 8:00 a.m. to 4:30 p.m.

Requirements

At least 3 years of insurance experience in customer service or account management.
Property/Casualty license covering all lines.
Relevant knowledge of insurance products, documents, and their uses.
Computer skills, including Word, Excel, and Outlook.
Ability to work independently and as part of a team.
Strong attention to detail and organizational skills.
Positive attitude in a fast-paced environment.
Ability to work quickly and efficiently.
Methodical yet swift decision-making skills.
Precise communication skills, including under time constraints.
Reliable attendance, availability, and punctuality.

Nice To Haves

Applied/EPIC experience.
Willingness to pursue continuing education.
A college degree or equivalent industry designations.

Responsibilities

Manage an assigned, established book of business, including renewals and providing summaries.
Order and issue binders, certificates, policies, proposals, and other insurance documents within designated timelines.
Conduct consultative conversations with commercial clients and establish and maintain carrier and client relationships.
Obtain non-marketed renewal quotes from existing carriers and complete renewal processes.
Handle non-renewals and cancellations for cause.
Prepare complete marketing submissions for existing clients as needed.
Maintain dependable attendance, availability, and punctuality to perform the essential functions of the position.
Identify cross-sell and upsell opportunities as appropriate.
Support miscellaneous duties as requested and continue to expand and grow in the role.

Benefits

Competitive salary.
Referral bonuses.
Medical, dental, and vision benefits, among other benefits.
Three weeks of PTO, prorated based on start date.
Generous holiday schedule, available from the first day.
Company 401(k) contribution starting on the first day for participants age 21 or older.
Educational support, career development, and growth opportunities.
Hybrid schedule flexibility.
Unlimited Volunteer Time Off opportunities.
Opportunities aligned with the employee's career path and business needs.