Client Executive - Commercial Lines

The Mahoney Group; Phoenix (AZ); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Opportunities for advancement

Job summary

The Mahoney Group in Phoenix, AZ is seeking an experienced Insurance Advisor to support sales and renewal of commercial accounts. You will manage day-to-day client contact and ensure an exceptional client experience, collaborating with Advisors and carriers on coverage designs, submissions, and service plans.

The role requires a high school diploma, preferred Bachelor's, 10+ years of national or large account experience, and state Property & Casualty license.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree preferred.
• 10 or more years of national or large account experience.
• State Property & Casualty License required.
• ARM, CIC, CPCU or other insurance professional designation preferred.
• 1 or more years of Applied EPIC experience.
• 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 attention to detail.
• Strong computer operating skills and proficiency in Microsoft Office Suite, virtual meeting platforms, and agency management systems.
• Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
• Works with a sense of urgency.

Responsibilities

• Develops and maintains strong relationships with clients and prospective clients.
• Identifies the needs and risks of clients and prospects to determine proper services and coverage.
• Educates clients on current and proposed coverage and exclusions.
• Oversees new business exposure analysis, coverage design and submissions, workflows leading to bound coverage, and service plan implementation.
• Provides proactive support to clients by marketing and placing renewals and negotiating with carriers.
• Manages KPIs, stewardship reports, and claims analyses.
• Manages renewal expiration lists and avoids coverage lapses.
• Processes proposals, policies, endorsements, and audits as needed.
• Answers claim questions and supports throughout the claims process.
• Fosters relationships between clients, carriers, and the support team.
• Delegates work to support team members as appropriate.
• Attends and participates in internal meetings and required training.

Skills

Relationship building

Communication skills

Time management

Organizational skills

Analytical skills

Team collaboration

Education

High school diploma or equivalent

Bachelor’s degree preferred

State Property & Casualty License required

ARM, CIC, CPCU or other insurance professional designation preferred

Tools

Applied EPIC

Job description

Hybrid - Phoenix, Chandler, or Tucson, Arizona

Virtual

Be the trusted, expert voice that clients rely on at a growing insurance agency! The Mahoney Group, founded in 1915, is a premier insurance agency of approximately 250 employees headquartered in Chandler, Arizona. In this role, you’ll be responsible for supporting Insurance Advisors in the sale of new business and the retention of renewal business for the agency on select accounts as determined by premium size and/or complexity. You’ll also manage day-to-day client contact, ensuring an exceptional client experience.

What You’ll Do

• 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.
• 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.
• Bachelor’s degree preferred.
• 10 or more years of national or large account experience.
• State Property & Casualty License required.
• ARM, CIC, CPCU or other insurance professional designation preferred.
• 1 or more years of Applied EPIC experience.
• 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.
• Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
• Works with a sense of urgency.

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, Commercial Lines Service.
• In accordance with the Fair Labor Standards Act (FLSA), this job is Exempt and not 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.