Vacancy Description
TO APPLY PLEASE UTILIZE THE FOLLOWING LINK:
https://www.lawleyinsurance.com/careers/employee-benefits-sbs-account-coordinator-buffalo-ny-hybrid/
These are the fundamental 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...
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