Commercial Insurance Assistant Account Mgr

Lawley Services Inc•Rochester, NY

4d•Hybrid

About The Position

Lawley is seeking a Commercial Insurance Assistant Account Manager to join our team. This role is crucial in supporting our commercial insurance clients and account managers. You will be responsible for producing various insurance documents, managing renewal processes, and identifying opportunities for client growth. We are a family-owned insurance broker with over 70 years of experience, committed to building genuine relationships and serving our communities. We offer a supportive, family-oriented culture with an emphasis on work-life balance, and we pride ourselves on job security and opportunities for professional growth.

Requirements

At least one-year experience in a similar position; Commercial experience preferred.
Property/Casualty License (all lines) or willingness to pursue in first 90 days.
Relevant knowledge of insurance products, documents and usages.
Word and Excel skills are a must.
Ability to work well independently and on a team.
Incredible attention to detail and organizational skills.
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.
Methodical, yet swift decision-making skills especially in regard to prioritization.
Precise communication skills, even under time constraints.

Nice To Haves

Applied/EPIC and carrier website experience is preferred.
Open to continuing education, college degree preferred.

Responsibilities

Produce summaries, ordering and issuing binders, certificates, policies, policy changes, premium/loss summaries, proposals, complete coverage reviews and other insurance documents within designated timelines.
Obtain non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause, validate audits.
Identify cross sell and up sell opportunities as appropriate.
Expand and grow in your role when supporting miscellaneous duties as requested.