Client Administrator - Commercial Lines

The Mahoney Group; Phoenix (AZ); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) Plan with company match

Paid Time Off (PTO)

Employee Stock Ownership Plan (ESOP)

Job summary

The Mahoney Group is seeking a Client Administrator to provide essential support for real estate accounts in Phoenix, Arizona. This role ensures prompt responses to client inquiries, processes insurance documents, and assists with policy administration.

The ideal candidate possesses a High School Diploma, at least 2 years of Commercial Lines servicing experience, and relevant licenses. A collaborative culture, competitive compensation, and extensive benefits package are part of the offering.

Qualifications

• 2 years of Commercial Lines servicing experience preferred.
• Existing knowledge of insurance coverages and products.
• Ability to work independently and in a fast-paced environment.

Responsibilities

• Provides administrative support to Client Managers and Insurance Advisors.
• Processes customer correspondence and renewal policies.
• Assists with filing insurance claims on behalf of the insured.

Skills

Customer service skills

Organizational skills

Communication skills

Time management skills

Computer proficiency

Education

High School Diploma or equivalent

State-specific Property & Casualty insurance license

CISR, CIC, or other insurance professional designations

Tools

Microsoft Office Suite

Applied (EPIC) CMS

Zoom

Job description

Hybrid - Chandler, Phoenix, or Tucson, Arizona

Virtual

Be the trusted connection behind client relationships 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 detailed-oriented and service-driven Client Administrator. In this role, you’ll provide essential day-to-day support for real estate accounts by assisting Client Managers and Insurance Advisors with policy administration, renewals, and client service.

What You’ll Do

• Provides administrative support to Client Managers and/or Insurance Advisors.
• Responds to customer inquiries promptly and provides assistance with coverage questions.
• Assists Client Managers in gathering information on exposures and operations to support marketing and the quotation process.
• Assists Client Managers with proposal preparations.
• Processes and prepares customer correspondence, certificates of insurance, binders, cancellations, ID cards, and others as requested.
• Reviews and/or processes new and renewal policies, endorsements, audits, cancellations, etc. for accuracy and prepares correspondence to insured and/or insurance carrier.
• Prepares invoices and post payments.
• Assists Client Managers in filing insurance claims on behalf of the insured, follows up for claim updates as necessary, and helps resolve any claims issues.
• Ensures that activities and follow-ups are set and maintained within the agency management system.
• Attends and participates in internal meetings and completes required training.Performs additional duties as assigned or required.
• The above statements cover what are generally believed to be the essential functions of the job in accordance with the Americans with Disabilities Act (ADA). Specific circumstances may allow or require some people assigned to the job to perform a different combination of duties.

What We’re Looking For

• High School Diploma or equivalent, required.
• 2 years of Commercial Lines servicing experience strongly preferred. Transportation/Wheels experience preferred, but not required.
• State-specific Property & Casualty insurance license.
• CISR, CIC, or other insurance professional designations preferred.
• Maintains current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures.
• Solid 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.
• Responsive and self-motivated team player.
• Ability to work independently and in a fast-paced environment.
• Excellent organizational skills with high attention to detail.

Why You’ll Love It

• Collaborative, P.E.O.P.L.E. First, values-based culture.
• 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.

The Fine Print

• This job reports to the Director of Commercial Lines.
• In accordance with the Fair Labor Standards Act (FLSA), this job is Non-Exempt and eligible for overtime compensation.
• 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. The Mahoney Group prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
• We value the strong relationships we have with our preferred, third-party recruiting agencies. Therefore, we do not accept unsolicited resumes from agencies without a signed agreement on file.
• 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. If a sales job, sales incentives, based on performance goals are possible in addition to the hiring rate range.