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Form of workJob Description
These are the fundamental components of the job:
- This position supports the Account Executive (s), by functioning as a liaison between the client and provider to request plan information, coordinate fund and plan design/analysis changes, and help answer participant questions
- Assist with preparation of detailed plan summaries; coordinate client presentations and plan reviews with Retirement consultant and Account Executive
- Support Account Executive (s) with coordination and preparation for employee education meetings
- Submit any necessary paperwork to providers, and assist in plan review preparation and plan review presentations
- Follow-up on requests for information, potentially grow to attend plan review meetings
Other functions of the job:
- Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
- Insurance experience in a customer service or account management role, for 1 or more years
- College degree preferred; open to continuing education and/or willingness to learn the investment/retirement plan industry with Lawley support (FINRA Series 65/63/66 license and NYS Life, Accident and Health license)
- Computers skills are a must; Including Word, Excel, Outlook & PowerPoint.
- 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
- Reliable Transportation as travel to client sites may be involved
- Precise verbal and written communication skills, even under time constraints
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 (nearly 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!
- 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
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 $43,642.50 to $72,737.50.
