Employee Benefits Account Executive

Lawley Insurance•Rochester, NY

5d•Hybrid

About The Position

Lawley is seeking a strong Employee Benefits Client Relationship Manager to support large accounts in our Mahopac, NY region. This position will manage an established book of business for clients with 250+ lives. The role involves managing the overall client relationship process, including coordinating client communication, working closely with internal teams, partners, and benefits consultants, and providing leadership and technical guidance to support superior service. The ideal candidate will have insurance experience in account management for 6+ years, a Life Accident and Health license, and proficiency in Microsoft Office. Lawley is a family-owned organization with strong core values that emphasizes work-life balance. This position offers a competitive salary structure, generous benefits, and a hybrid remote/in-office schedule once fully trained.

Requirements

Insurance experience in account management for 6+ years
Life Accident and Health License
Proficient in Microsoft Office
Bachelors' degree in communications or related field
Insurance experience in project management or similar role for 6 years or more
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.

Nice To Haves

insurance designations preferred
Demonstrated leadership skills

Responsibilities

Manage the overall client relationship process for complex accounts.
Coordinate communication with clients 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 the computer system.
Reach and maintain client relationship goal of 95% or greater.
Support miscellaneous duties as requested.