Insurance Advisor - Personal Lines (Private Client)

About the role

The Mahoney Group is a premier insurance agency founded in 1915, headquartered in Chandler, Arizona, seeking a driven Insurance Advisor to join their team.

Responsibilities

• Creates and implements a prospecting plan to grow Personal Lines.
• Partners with key stakeholders to develop and manage a pipeline.
• Develops a network with centers of influence to support the growth of a pipeline.
• Reviews, researches, and qualifies prospect data to identify potential sales opportunities.
• Identifies the needs and risks of clients and prospects to determine the proper services, products, and/or combinations that will best serve their objectives.
• Engages internal resources for initial and ongoing prospect sales meetings and proposals.
• Prepares proposals, contracts, and/or other sales-related material.
• Safeguards timeframes and deliverables in the sales process and ensures that post-sales teams provide quality service to all assigned clients.
• Transitions new clients to the appropriate client management team and remains active in developing and expanding existing client services and products.
• Supports trade show, event activities, and targeted marketing campaigns as needed.
• Keeps abreast on prospects’ and clients’ current issues and educates on industry trends.
• Establishes and cultivates positive business relationships with prospective and existing clients.
• Develops and maintains effective network within the business community and industry.
• Participates in regular sales meetings to review sales performance against objectives.
• Provides timely and accurate prospecting and sales data to track and monitor activity for management reporting and forecasting capabilities, such as call activity, pipeline updates, and lead generation results.
• Performs additional duties as assigned or required.

Requirements

• High school diploma or equivalent required.
• 5 or more years of proven sales experience.
• Insurance experience preferred.
• Valid driver’s license with proof of insurance.
• State Property & Casualty License.
• CPIA designation preferred.
• 1 or more years of Applied EPIC experience.
• Strong relationship management, networking, and business development skills.
• 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.
• Ability 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.
• 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 proven sales experience.
• Insurance experience preferred.
• Valid driver’s license with proof of insurance.
• State Property & Casualty License.
• CPIA designation preferred.
• 1 or more years of Applied EPIC experience.
• Strong relationship management, networking, and business development skills.
• 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.
• Ability 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.
• Effective time management skills.
• Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) CMS.

Skills

• High school diploma or equivalent.
• 5 or more years of proven sales experience.
• Insurance experience.
• Valid driver’s license with proof of insurance.
• State Property & Casualty License.
• CPIA designation.
• 1 or more years of Applied EPIC experience.
• Relationship management, networking, and business development skills.
• Thorough understanding of insurance law, guidelines, and practices.
• Current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures.
• Reading and interpreting insurance policy forms and insurance contracts.
• Strong verbal and written communication skills.
• Organizational skills.
• Time management skills.
• Computer operating skills (Microsoft Office Suite, Zoom, Applied (EPIC) CMS).

Benefits

• Base salary or draw and a market-competitive commission structure with a high earning potential.
• Access to a wide range of top carriers, services, products, and resources including access to our Assurex Global partners.
• 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, 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

Base salary or draw and a market-competitive commission structure with a high earning potential.

Schedule

Virtual