Commercial Insurance Assistant Account Mgr

Lawley Services Inc • Buffalo, NY

4d • $45,000 - $72,738

About The Position

The Commercial Insurance Assistant Account Manager supports commercial insurance account servicing by preparing and issuing insurance documents, coordinating renewal work, and assisting with related policy and account processes. The position also identifies opportunities to cross-sell or upsell and takes on miscellaneous duties as requested. Lawley describes its workplace as relationship-focused rather than a call center, with a family-oriented culture and an emphasis on work-life balance. Hybrid schedules are available; business hours are 8:00 a.m. to 4:30 p.m.

Requirements

• At least one year of experience in a similar position; commercial experience is preferred.
• Hold a Property/Casualty license for all lines, or be willing to pursue one within the first 90 days.
• Relevant knowledge of insurance products, documents, and their uses.
• Word and Excel skills.
• 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 but swift decision-making, especially when prioritizing.
• Precise communication, including under time constraints.
• Passion for making customers and coworkers feel important and valued.

Nice To Haves

• Commercial insurance experience.
• Applied/EPIC and carrier website experience.
• College degree.
• Openness to continuing education.

Responsibilities

• Produce summaries and prepare, order, and issue binders, certificates, policies, policy changes, premium/loss summaries, proposals, coverage reviews, and other insurance documents within designated timelines.
• Obtain non-marketed renewal quotes from existing carriers and complete renewal processes.
• Handle non-renewals and cancellations for cause.
• Validate audits.
• Identify cross-sell and up-sell opportunities as appropriate.
• Take on miscellaneous duties as requested and grow in the role.

Benefits

• Competitive salary and referral bonuses.
• Medical, dental, and vision coverage, along with other benefits.
• Three weeks of PTO, prorated based on start date, and a generous holiday schedule; available from the first day.
• Company 401(k) contribution starting on the first day for participants age 21 and older.
• Educational support, career development, and growth opportunities.
• Hybrid schedule flexibility.
• Unlimited Volunteer Time Off opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed