Joe Schroeder Employee Benefits Client Relationship Manager

About:

As a Employee Benefits Client Relationship Manager, Joe specializes in health insurance captives,
plan design analysis, and open enrollment management.

Experience:

With 10+ years of experience, Joe manages all aspects of servicing large employers including the implementation of annual renewals, plan designs, open enrollment, and benefit plan education. He develops strong relationships with clients and works closely with insurance carriers to obtain the right plan options to help ensure clients experience streamlined annual renewals. Joe focuses on the coordination of specialty services including underwriting, compliance, and wellness, and his strong attention to detail and follow-up provides clients with high-quality service.

Prior to joining Lawley, Joe was a account executive and benefit assistant for a local insurance agency.

Accreditations:

Joe holds a NYS Life, Accident, and Health License and is a Group Benefits Disability Specialist (GBDS).

Education:

Joe earned a master’s degree from D’Youville University and a bachelor’s degree from SUNY Buffalo State University.