Employee Benefits Account Coordinator-Small B

**These are the *fun*damental components of the job:** - Manage and retain a book of small (2-25 lives) accounts without producer involvement - Primary contact between client and carrier - Prepare digital meeting materials - Track outstanding items and ensure follow-through from appropriate parties - Facilitate carrier paperwork for new business, renewing business, and ad hoc requests - Assist in coordinating and managing virtual client presentations - Maintain complete and accurate documentation in CRM (Salesforce) - Support client retention goal of 95% **Other *fun*ctions of the job:** - Proactively manage the renewal timeline for clients - Facilitate implementation of new clients - Expand and grow in your role when supporting miscellaneous duties as requested **Skills / traits that we value for this role:** - 3 years’ experience in employee benefits, customer service or account management preferred - Bachelor’s degree and Life Accident and Health license preferred; ability to obtain in 90 days - Ability to prioritize and strong time management in a fast‐paced environment - Persuasive communication style and ability to communicate complex messages with a wide range of audiences on an internal and external basis (both written and verbal) - Strong PC skills required including Microsoft Word, Excel and PowerPoint and the ability to learn systems in an effective and efficient manner. Salesforce CRM experience a plus - Ability to work well independently and on a team - 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 **A bit about Lawley!** - We are not a call center environment - We achieve success by building genuine relationships together, with our teams and clients - We are a family owned insurance broker (70+ years!) - We are deeply committed to the communities we serve and love to get involved - We work hard and play hard!!! **Why Lawley?** - Competitive salary and referral bonuses! - Outstanding Benefits (Medical, Dental, Vision) - Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection and pet wellness - 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1^st^ day! - Company 401K contribution received starting Day 1 (for participants 21+ years old) - Educational support, career development, and growth opportunities! - Job Security (we’ve never had a lay-off, even during the pandemic) - Flexibility, including hybrid schedules! Business hours 8am-4:30pm - Comfortable, family-oriented culture, with an emphasis on work life balance - Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities) - Fulfilling opportunities that align with your career path and our business needs The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $45,000.00 to $72,737.50.