Client Administrators (Future Opportunities)

About the role

The Mahoney Group is a premier insurance agency seeking a Client Administrator to provide essential day-to-day support for commercial lines accounts. This role requires a high school diploma or equivalent, 2 years of insurance product servicing experience, and a state-specific Property & Casualty or Life & Health Insurance License.

Responsibilities

• Provides administrative support to Client Managers and/or Insurance Advisors.
• Responds to customer inquiries promptly and provides assistance with coverage questions.
• Assists Client Managers in gathering information on exposures and operations to support marketing and the quotation process.
• Aids 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.
• Affords assistance 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.
• 2 years of insurance product servicing experience (strongly preferred).
• A State-specific Property & Casualty or Life & Health Insurance License is required.
• CISR, CIC, or other insurance professional designations are 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.
• 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.
• 2 years of insurance product servicing experience (strongly preferred).
• A State-specific Property & Casualty or Life & Health Insurance License is required.
• CISR, CIC, or other insurance professional designations are preferred.

Skills

• High School Diploma or equivalent.
• 2 years of insurance product servicing experience (strongly preferred).
• A State-specific Property & Casualty or Life & Health Insurance License is required.
• CISR, CIC, or other insurance professional designations are 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.
• 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.

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

The Mahoney Group operates in a flexible schedule to accommodate the needs of its employees.

Why You’ll Love It

Collaborative, P.E.O.P.L.E. First, values-based culture.
Market-competitive compensation with a pathway for advancement.
Opportunity to continuously learn and significantly advance your professional knowledge.
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.
The chance to directly impact people’s lives, our culture, and the continued success of the agency.

The Fine Print

This job reports to the Director, Commercial Lines Service.
In accordance with the Fair Labor Standards Act (FLSA), this job is Non-Exempt and eligible for overtime compensation.
The Mahoney Group is an Equal Opportunity Employer. We are committed to creating an inclusive, P.E.O.P.L.E. First culture where everyone feels challenged, appreciated, respected, and engaged.
The Mahoney Group prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
We value the strong relationships we have with our preferred, third-party recruiting agencies. Therefore, we do not accept unsolicited resumes from agencies without a signed agreement on file.
The hiring rate range for this job will be determined by numerous factors including the skills, education, training, credentials, and experience of the candidate; the scope, complexity, and location of the role as well as the cost of labor in the applicable market; and other conditions of employment.
If a sales job, sales incentives, based on performance goals are possible in addition to the hiring rate range.