Client Administrator - Commercial Lines

About the role

The Mahoney Group is a premier insurance agency seeking a Client Administrator to provide essential day-to-day support for real estate accounts. Key responsibilities include administrative support, responding to customer inquiries, preparing documents, processing policies, and managing claims.

Responsibilities

• Provides administrative support to Client Managers and/or Insurance Advisors.
• Responds to customer inquiries promptly and provides assistance with coverage questions.
• Affixes Client Managers in gathering information on exposures and operations to support marketing and the quotation process.
• Affixes Client Managers with proposal preparations.
• Processes and prepares customer correspondence, certificates of insurance, binders, cancellations, ID cards, and others as requested.
• Reviews and/or processes new and renewal policies, endorsements, audits, cancellations, etc. for accuracy and prepares correspondence to insured and/or insurance carrier.
• Prepares invoices and post payments.
• Affixes Client Managers in filing insurance claims on behalf of the insured, follows up for claim updates as necessary, and helps resolve any claims issues.
• Ensures that activities and follow-ups are set and maintained within the agency management system.
• Attends and participates in internal meetings and completes required training.
• Performs additional duties as assigned or required.

Requirements

• High School Diploma or equivalent, required.
• 2 years of Commercial Lines servicing experience strongly preferred.
• HOA experience preferred but not required.
• State-specific Property & Casualty insurance license.
• CISR, CIC, or other insurance professional designations preferred.
• Maintains current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures.
• Solid verbal and written communication skills.
• Excellent organizational skills and the ability to multitask.
• Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
• Strong customer service skills.
• Effective time management skills.
• Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) CMS.
• Responsive and self-motivated team player.
• Ability to work independently and in a fast-paced environment.
• Excellent organizational skills with high attention to detail.

Qualifications

• High School Diploma or equivalent, required.
• 2 years of Commercial Lines servicing experience strongly preferred.
• State-specific Property & Casualty insurance license.
• CISR, CIC, or other insurance professional designations preferred.
• Maintains current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures.
• Solid verbal and written communication skills.
• Excellent organizational skills and the ability to multitask.
• Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
• Strong customer service skills.
• Effective time management skills.
• Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) CMS.
• Responsive and self-motivated team player.
• Ability to work independently and in a fast-paced environment.
• Excellent organizational skills with high attention to detail.

Skills

• Microsoft Office Suite
• Zoom
• Applied (EPIC) CMS

Benefits

The Mahoney Group offers a comprehensive total rewards package, including medical, dental, vision, health/flexible spending accounts, wellness, life, disability, paid holidays, Paid Time Off (PTO), Employee Stock Ownership Plan (ESOP), 401(k) Plan with company match, and a wide variety of voluntary benefits.

Pay

Market-competitive compensation with a pathway for advancement.

Schedule

Flexible schedule to accommodate the needs of the position and the business.