Hybrid Commercial Lines Client Executive

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

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.