Client Manager - Commercial Lines

About the role

Elevate the client experience at a growing insurance agency! The Mahoney Group, founded in 1915, is a premier insurance agency of approximately 250 employees headquartered in Chandler, Arizona. We’re searching for a relationship-driven Client Manager.

Responsibilities

• Develops and maintains strong relationships with clients and prospective clients.
• Serves as the main point of contact for clients addressing general questions, providing guidance, and resolving accounting discrepancies.
• PARTNERS WITH INSURANCE ADVISORS TO PROCURE, SERVICE, AND MAINTAIN CLIENT ACCOUNTS.
• Collaborates with Insurance Advisors to identify and recommend coverage to clients and prospects, coordinating the proposal process for new, renewal, and modified insurance coverages.
• Reviews and/or processes new and renewal policies, endorsements, audits, audit assignments, cancellations, and similar documents for accuracy.
• Educates clients on current and proposed coverages and exclusions.
• Answers claim questions and provides support, where needed, throughout the claims process.
• Fosters strong relationships between the clients and support team.
• ADVISES AND GUIDES THE SERVICE TEAM IN THEIR SUPPORT OF CLIENT NEEDS.
• ATTENDS AND PARTICIPATES IN INTERNAL MEETINGS AND COMPLETES REQUIRED TRAINING.
• PERFORMS ADDITIONAL DUTIES AS ASSIGNED OR REQUIRED.

Requirements

• High school diploma or equivalent required.
• 5 or more years of Commercial Lines experience.
• Human Services experience preferred, but not required.
• State Property & Casualty Insurance License.
• CISR, CIC or other insurance professional designation.
• 1 or more years of Applied EPIC experience.
• Demonstrates a thorough understanding of Commercial Lines insurance law, guidelines, and practices.
• Maintains current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures.
• Able to read and interpret documents such as insurance policy forms and insurance contracts.
• Strong 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.

Qualifications

• High school diploma or equivalent required.
• 5 or more years of Commercial Lines experience.
• State Property & Casualty Insurance License.
• CISR, CIC or other insurance professional designation.
• 1 or more years of Applied EPIC experience.
• Demonstrates a thorough understanding of Commercial Lines insurance law, guidelines, and practices.
• Maintains current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures.
• Able to read and interpret documents such as insurance policy forms and insurance contracts.
• Strong 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.

Skills

• Relationship Management
• Client Servicing
• Account Management
• Proposal Coordination
• Policy Processing
• Claim Support
• Customer Education
• Team Collaboration
• Training Participation

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

Market-competitive compensation with a pathway for advancement.

Schedule

Full-time position.