Client Managers (Future Opportunities)

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 relationship-driven Client Managers.

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 insurance product lines experience.
• State Property & Casualty Insurance or Life & Health Insurance License.
• CISR, CIC or other insurance professional designation.
• 1 or more years of Applied EPIC experience.
• Demonstrates a thorough understanding of 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

Specific circumstances may allow or require some people assigned to the job to perform a different combination of duties.

Skills

• Relationship Management
• Client Servicing
• Account Management
• Insurance Product Knowledge
• Claims Processing
• Customer Service
• Collaboration
• Communication
• Organizational Skills
• Computer Proficiency

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

Full-time position.