Captive Account Technician – Buffalo, NY (Hybrid)

Captive Account Technician – Buffalo, NY (Hybrid)

Due to our internal growth and recent acquisitions, our Captive insurance team is adding a Captive Account Technician to our Buffalo office! This role is responsible for providing support to internal Commercial Lines teams in maintaining and servicing captive policies by underwriting against Epic data/captive submission excel workbook and invoicing all captive transactions including but not limited to new business, renewals, agency fees, midterm changes, assessments, and audits. The ideal candidate has at least one year of insurance experience in a similar position and a P&C license or willingness to obtain within the first 90 days. This position also comes with a full package – great benefits, competitive PTO and holiday schedule, and the opportunity to work a remote/in-office hybrid schedule once fully trained. If you have captive insurance experience, and the desire to join one of the best places to work in insurance, please consider applying today!

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

What’s in It for You?

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.

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