Lawley · 1 day ago
Commercial Insurance Account Manager
Lawley is a family-owned insurance broker with over 70 years of experience, committed to building genuine relationships with clients and the community. They are seeking a Commercial Insurance Account Manager to manage an established book of business, conduct consultative conversations with clients, and identify cross-sell and up-sell opportunities.
ConsultingEmployee BenefitsInsurance
Responsibilities
Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines
Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships
Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed
Identify cross sell and up-sell opportunities as appropriate
Expand and grow in your role when supporting miscellaneous duties as requested
Qualification
Required
Insurance experience in customer service or account management for 3 years or more
Property/Casualty License (all lines)
Relevant knowledge of insurance products, documents and usages
Computers skills are a must! Word, Excel and Outlook
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Open to continuing education, college degree or equivalent industry designations
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 communication skills, even under time constraints
Preferred
Applied/EPIC experience
Benefits
Competitive salary and referral bonuses!
Expansive Benefits (Medical, Dental, Vision—and SO many more)
3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st 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
Company
Lawley
A privately-owned, independent regional insurance firm .
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Pritzker Private Capital
2023-10-23Private Equity
Recent News
Rochester Business Journal
2025-11-20
Rochester Business Journal
2025-10-17
2024-04-08
Company data provided by crunchbase