About:
As an employee benefits municipality coordinator, James
specializes in employee benefits, sales, and customer service.
Experience:
James coordinates municipal business service operations, manages client information and documentation for new business and renewals. He supports stop-loss processes in collaboration with underwriters and client relationship managers. James also works closely with clients, vendors, and third-party administrators during transitions and implementations while maintaining accurate CRM documentation and supporting client retention goals through efficient and timely service.
Previously, James was a employee benefits client service specialist at Lawley.
Prior to Lawley, James held a variety of roles in both the sales and customer service industries. As an account executive, he managed the full sales cycle, identifying client needs, delivering tailored demos, and securing long-term customers. James’ background as a project and operations coordinator provided him with a strong foundation in client relations and project management. These roles strengthened his skills to understand client needs and deliver effective solutions.
Education:
James earned a master’s degree and bachelor’s degree from John Carroll University.
Business Insurance
Employee Benefits
Risk Management
Personal Insurance
Retirement Plans
Wealth Management
Lawley Medicare Solutions
Industry Specialties All Services
