Demo

Commercial Insurance Submission Specialist

LAWLEY AGENCY, LLC
Buffalo, NY Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 3/22/2025

Job Description

Job Description

These are the fun damental components of the job :

  • This position is responsible to receive new business submission information (premium / loss summaries, BOR, apps / attachments, etc.) from our Sales Consultants / AE’s and compile and complete applications / attachments with the outcome of presenting a completed “new business submission” to Marketing within 3 business days
  • Position involves and provides data searching / compilation support to Sales Consultants / AE’s so they can concentrate on outside sales efforts
  • Complete data input of sales applications and review completed application content for accuracy and consistency
  • Upon completion, the CL Submission Specialist is responsible to coordinate the transfer of the submission from Sales Consultant to Marketers
  • Compiles spreadsheet data for servicing and support into EPIC
  • Ensures quality information for complete, accurate and consistent submission standards
  • Identify and document technology resources for information relative to complete submissions, and serve as a training resource to develop a resource library for data sourcing to be shared agency wide

Other fun ctions of the job :

  • Expand and grow in your role when supporting miscellaneous duties as requested
  • Skills / traits that we value for this role :

  • 1-3 years of Commercial Insurance experience, including knowledge of coverages, underwriting and Loss Runs
  • Proficient MS office skills; including Word and Excel
  • Bachelor’s degree required
  • Property & Casualty license preferred
  • Exemplary verbal and written communication skills, even under time constraints
  • Demonstrated time management / organizational skills and ability to adjust to multiple shifting priorities
  • Positive attitude, even in a fast-paced environment
  • Ability to make customers and coworkers feel important and valued
  • 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

    Salary : $43,643 - $72,738

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