Personal Insurance Account Technician

Lawley Services Inc•Buffalo, NY

23h•Hybrid

About The Position

This role provides essential support to Personal Lines teams, focusing on obtaining, maintaining, expanding, and servicing accounts. Key responsibilities include ensuring the accuracy of renewal, endorsement, and cancellation documents, preparing policies for delivery, invoicing transactions, and identifying account deficiencies to the Account Manager. The position also involves supporting miscellaneous duties as requested, offering opportunities for growth and development within the role.

Requirements

At least one-year insurance experience in account servicing
Property/Casualty License
Relevant knowledge of insurance products, documents and usages
Computers 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 high stress environment
A passion to achieve results, and the resourcefulness to do so
A passion to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision-making skills
Precise communication skills, verbal and written, even under time constraints

Nice To Haves

Applied & EPIC experiences is preferred
Open to continuing education, college degree preferred

Responsibilities

Provide support to Personal Lines teams in obtaining, maintaining, expanding and servicing accounts
Check all renewal, endorsements and cancellation documents for accuracy and secure corrections
Preparing policies and product for delivery to insured and invoicing
Refer gaps in coverage, low limits and other account deficiencies to the Account Manager
Invoice all transactions within specified time frames
Expand and grow in your role when supporting miscellaneous duties as requested