Client Executives (Future Opportunities)

About the role

This evergreen job posting allows us to connect with you as opportunities arise. Be the trusted, expert voice that clients rely on at a growing insurance agency!

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 or Life & Health Insurance License required.
• An ARM, CIC, CPCU or other insurance professional designation preferred.
• 1 or more years of Applied EPIC experience.

Qualifications

• 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.

Skills

• Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
• Works with a sense of urgency.

Benefits

Market-competitive compensation with a pathway for advancement.
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

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.

Schedule

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.