Insurance Advisor - Personal Lines (Private Client)

Kamin Science Center; Chandler, Northern (AZ, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

ESOP

401(k) match

Life and disability

Wellness programs

Paid time off

Job summary

The Mahoney Group in Chandler, AZ is seeking an Insurance Advisor to grow Personal Lines through networking and proactive prospecting, delivering solutions and building long-term client relationships.

The role offers a base plus commission with access to top carriers and a comprehensive benefits package, aligned with a culture that values relationships and professional growth.

Qualifications

• High school diploma or equivalent required.
• 5+ years of proven sales experience.
• Insurance experience preferred.
• Valid driver’s license with proof of insurance.
• State Property & Casualty license.
• CPIA designation preferred.
• 1+ years of Applied EPIC experience.
• Strong relationship management, networking, and business development skills.
• Demonstrates understanding of insurance law, guidelines and practices.
• Proficiency in Microsoft Office, Zoom, and Applied EPIC CMS.

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 growth.
• Reviews, researches, and qualifies prospect data to identify sales opportunities.
• Identifies needs and risks to determine proper services and products.
• Engages internal resources for prospect meetings and proposals.
• Prepares proposals, contracts, and sales materials.
• Ensures timeframes and deliverables in the sales process and post-sales service.
• Transitions new clients to client management and expands services.
• Supports trade shows and targeted marketing campaigns.
• Keeps abreast of client issues and educates on industry trends.
• Develops and maintains relationships within the business community.
• Participates in regular sales meetings and reports on activity.

Skills

Relationship management

Networking

Business development

Communication

Time management

Organizational skills

Multitasking

Verbal communication

Education

High school diploma or equivalent

State Property & Casualty License

CPIA designation preferred

Tools

Microsoft Office Suite

Zoom

Applied EPIC CMS

Job description

Take your insurance sales producer career and earning potential to the next level! The Mahoney Group, founded in 1915, is a premier insurance agency of approximately 250 employees headquartered in Chandler, Arizona. We’re searching for a driven and dynamic Insurance Advisor who thrives on networking, prospecting, building strong relationships, and closing deals. In this role, you’ll help people protect what matters most in their lives with the opportunity to build a lucrative and long-term career. We don’t just sell policies; we provide peace of mind with our differentiated P.E.O.P.L.E. First, Future Focused approach.

What You’ll Do

• 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.
• Ensures timeframes and deliverables are met in the sales process and ensure 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.
• 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.
• 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.

Why You’ll Love It

• Collaborative, P.E.O.P.L.E. First, values-based culture.
• Enjoy a high level of autonomy with the team-oriented support you need to win.
• 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.

The Fine Print

• This job reports to the Director of Private Client.
• 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.