Employee Benefits Account Coordinator- Small Business Solutions- Buffalo, NY

Employee Benefits Account Coordinator- Small Business Solutions- Buffalo, NY

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Location: Buffalo, NY Type: Full Time

Lawley is expanding our Employee Benefits division and is seeking an Account Coordinator focused on our valued small business clients. This role serves as a primary point of contact between those clients and insurance carriers, supports the preparation of digital meeting materials, and tracks action items to ensure timely follow‑up by all appropriate parties. The ideal candidate holds a bachelor’s degree, has at least three years of experience in employee benefits, and maintains an active Life, Accident & Health license. Lawley is a family‑owned organization grounded in strong core values, with a commitment to work‑life balance. We offer competitive health benefits, hybrid work flexibility, paid parking, generous paid time off and holidays, and meaningful opportunities for professional growth.

Fundamental Components of the Job:

• Manage and retain a book of small (2-25 lives) accounts without producer involvement
• Primary contact between client and carrier
• Prepare digital meeting materials
• Track outstanding items and ensure follow-through from appropriate parties
• Facilitate carrier paperwork for new business, renewing business, and ad hoc requests
• Assist in coordinating and managing virtual client presentations
• Maintain complete and accurate documentation in CRM (Salesforce)
• Support client retention goal of 95%

Other functions of the job:

• Proactively manage the renewal timeline for clients
• Facilitate implementation of new clients
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills/Traits That We Value for This Role:

• 3 years’ experience in employee benefits, customer service or account management preferred
• Bachelor’s degree and Life Accident and Health license preferred; ability to obtain in 90 days
• Ability to prioritize and strong time management in a fast‐paced environment
• Persuasive communication style and ability to communicate complex messages with a wide range of audiences on an internal and external basis (both written and verbal)
• Strong PC skills required including Microsoft Word, Excel and PowerPoint and the ability to learn systems in an effective and efficient manner. Salesforce CRM experience a plus
• Ability to work well independently and on a team
• Positive attitude, even in a fast‐paced environment
• A passion to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Methodical, yet swift decision‐making skills

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 (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!
• Outstanding Benefits (Medical, Dental, Vision)
• Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection and pet wellness
• 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.