Employee Benefits Account Executive

Lawley Services Inc•Buffalo, NY
•$56,750 - $101,280•Hybrid

About The Position

This role involves managing account service and strategic initiatives, acting as a liaison between clients and carriers, and responding to client inquiries regarding renewals and benefit changes. The position requires facilitating or conducting presentations for clients and identifying cross-selling opportunities within Lawley Benefits Group (LBG). A key responsibility is to reach and maintain a client retention goal of 95% or greater, alongside maintaining consistent and dependable attendance, availability, and punctuality.

Requirements

  • Insurance experience in customer service or account management for 3 years or more
  • Life Accident & Health License
  • 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
  • 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
  • Precise verbal and written communication skills, even under time constraints

Nice To Haves

  • Open to continuing education, college degree preferred

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
  • 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
  • Expand and grow in your role when supporting miscellaneous duties as requested

Benefits

  • Medical
  • Dental
  • Vision
  • Referral bonuses
  • Company 401K contribution
  • Educational support
  • Career development
  • Growth opportunities
  • Job Security
  • Hybrid schedules
  • Unlimited Volunteer Time Off
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