Carli WeberGBDS, VBS, ACSR Employee Benefits Client Relationship Manager

716.849.1558 | cweber@lawleyinsurance.com | Buffalo, NY

Carli joined Lawley in March 2015 as an Account Executive. In her role, Carli builds strong working relationships with her clients. She manages all aspects of client servicing, including annual renewals, mid-year strategic planning, compliance services, plan design and employer contribution analyses, carrier communication, and open enrollment employee education meetings. Carli possesses strong communication skills, pays close attention to detail, and is committed to providing the highest quality of service to her clients.

Specialties


Employee Benefits

Client Relationships

About:

Carli joined Lawley in March 2015 as an Account Executive. In her role, Carli builds strong working relationships with her clients. She manages all aspects of client servicing, including annual renewals, mid-year strategic planning, compliance services, plan design and employer contribution analyses, carrier communication, and open enrollment employee education meetings. Carli possesses strong communication skills, pays close attention to detail, and is committed to providing the highest quality of service to her clients.

Experience:

Carli has worked in the employee benefits industry since 2012. Prior to joining Lawley in March of 2015, Carli was an Account Manager at the Stahlka Agency where she provided client service, processed enrollments, terminations, and billing services.

Accreditations:

Group Benefits Disability Specialist (GBDS)

New York State Life, Accident & Health License

Voluntary Benefits Specialist (VBS)

Accredited Customer Service Representative (ACSR)

Education:

BA — Finance, University at Buffalo