Client Executive - Commercial Lines

About the role

Hybrid - Phoenix, Chandler, or Tucson, Arizona
Virtual
Be the trusted, expert voice that clients rely on at a growing insurance agency! The Mahoney Group, founded in 1915, is a premier insurance agency of approximately 250 employees headquartered in Chandler, Arizona.

Responsibilities

• Develops and maintains strong relationships with clients and prospective clients.
• Identifies the needs and risks of clients and prospects to determine the proper services, products, and/or combinations that will best serve their objectives.
• Educates clients on current and proposed coverage and exclusions.
• Oversees and coordinates new business exposure analysis, coverage program design and marketing submissions, workflows leading to bound coverage, and implementation of service plan elements.
• Provides proactive, personalized support to clients by marketing and placing renewals, negotiating with insurance carriers on behalf of clients.
• Manages, prepares, and implements KPIs, stewardship reports/meetings, claims analysis, and summaries of coverages.
• Manages client renewal expiration lists and avoids any lapse in coverage.
• Processes proposals, policies, endorsements, and audits as needed.
• Answers claim questions and provides support, where needed, throughout the claims process.
• Fosters strong relationship building between the clients, insurance carriers, and support team.
• Delegates work to support team members as appropriate for their specific position.
• Attends and participates in internal meetings and completes required training.
• Performs additional duties as assigned or required.

Requirements

• A high school diploma or equivalent required.
• A bachelor’s degree preferred.
• 10 or more years of national or large account experience.
• A State Property & Casualty License required.
• An ARM, CIC, CPCU or other insurance professional designation preferred.
• 1 or more years of Applied EPIC experience.
• Excellent verbal and written communication skills.
• Strong presentation skills both in person and virtual.
• Ability to organize multiple projects.
• Effective time management skills.
• Strong analytical skills and ability to be detail oriented.
• Strong computer operating skills and proficiency in Microsoft Office Suite, virtual meeting platforms, and agency management systems.
• Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
• Works with a sense of urgency.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree preferred.
• 10+ years of national or large account experience.
• A State Property & Casualty License required.
• An ARM, CIC, CPCU or other insurance professional designation preferred.
• 1+ years of Applied EPIC experience.
• Excellent verbal and written communication skills.
• Strong presentation skills both in person and virtual.
• Ability to organize multiple projects.
• Effective time management skills.
• Strong analytical skills and ability to be detail oriented.
• Strong computer operating skills and proficiency in Microsoft Office Suite, virtual meeting platforms, and agency management systems.
• Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
• Works with a sense of urgency.

Skills

• Excellent verbal and written communication skills.
• Strong presentation skills both in person and virtual.
• Ability to organize multiple projects.
• Effective time management skills.
• Strong analytical skills and ability to be detail oriented.
• Strong computer operating skills and proficiency in Microsoft Office Suite, virtual meeting platforms, and agency management systems.

Benefits

• 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.

Pay

Not specified.

Schedule

Not specified.