Captive Account Technician

These are the fundamental components of the job:

• Provide Support to internal Commercial Lines teams in maintaining and servicing captive policies by underwriting against Epic data/captive submission excel workbook
• Invoice all captive transactions including but not limited to new business, renewals, agency fees, midterm changes, assessments, audits
• Review/Process renewal policies, endorsements, audits, assessments
• Update Captive Submission spreadsheet for applicable mid-term changes
• Send Renewal Expiration Reports to Account Managers
• Maintain effective working relationships with current and prospective clients, producers, company and agency associates

Other functions of the job:

• Identify cross sell, account round, and up-sell opportunities refer gaps in coverage and other account deficiencies to account manager
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

• At least one-year insurance experience in account servicing, prior experience in Captive insurance preferred
• Property/Casualty License (all lines)
• Relevant knowledge of insurance products, documents and usages
• Word and Excel skills are a must; Applied/EPIC experience is preferred
• Ability to work well independently and on a team
• Incredible attention to detail and organizational skills
• Open to continuing education, college degree preferred
• Positive attitude, even in a fast-paced 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

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 $51,498.15 to $85,830.25.