Client Manager - Personal Lines
Mahoney Group, Chandler, AZ, United States
Chandler, 2625 W Geronimo Place, Chandler, Arizona, United States of America
Job Description Hybrid - Chandler, Arizona
Elevate the client experience 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 relationship-driven Client Manager. In this role, you’ll manage the overall workflow, account servicing, and maintenance of the assigned personal lines book(s) of business. This role expands client relationships by analyzing, communicating, and eliminating coverage gaps, ensuring that a client's risk is being managed in an optimal manner.
What You’ll Do
Develops and maintains strong relationships with clients and prospective clients.
Serves as the main point of contact for clients addressing general questions, providing guidance, and resolving accounting discrepancies.
Partners with Insurance Advisors to procure, service, and maintain client accounts.
Collaborates with Insurance Advisors to identify and recommend coverage to clients and prospects, coordinating the proposal process for new, renewal, and modified insurance coverages.
Reviews and/or processes new and renewal policies, endorsements, audits, audit assignments, cancellations, and similar documents for accuracy.
Educates clients on current and proposed coverages and exclusions.
Answers claim questions and provides support, where needed, throughout the claims process.
Fosters strong relationships between the clients and support team.
Advise and guide the service team in their support of client needs.
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.
5 or more years of Personal Lines experience.
State Property & Casualty Insurance License.
CISR, CIC or other insurance professional designation.
1 or more years of Applied EPIC experience.
Demonstrates a thorough understanding of Personal Lines 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.
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.
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 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.
#J-18808-Ljbffr
Job Description Hybrid - Chandler, Arizona
Elevate the client experience 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 relationship-driven Client Manager. In this role, you’ll manage the overall workflow, account servicing, and maintenance of the assigned personal lines book(s) of business. This role expands client relationships by analyzing, communicating, and eliminating coverage gaps, ensuring that a client's risk is being managed in an optimal manner.
What You’ll Do
Develops and maintains strong relationships with clients and prospective clients.
Serves as the main point of contact for clients addressing general questions, providing guidance, and resolving accounting discrepancies.
Partners with Insurance Advisors to procure, service, and maintain client accounts.
Collaborates with Insurance Advisors to identify and recommend coverage to clients and prospects, coordinating the proposal process for new, renewal, and modified insurance coverages.
Reviews and/or processes new and renewal policies, endorsements, audits, audit assignments, cancellations, and similar documents for accuracy.
Educates clients on current and proposed coverages and exclusions.
Answers claim questions and provides support, where needed, throughout the claims process.
Fosters strong relationships between the clients and support team.
Advise and guide the service team in their support of client needs.
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.
5 or more years of Personal Lines experience.
State Property & Casualty Insurance License.
CISR, CIC or other insurance professional designation.
1 or more years of Applied EPIC experience.
Demonstrates a thorough understanding of Personal Lines 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.
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.
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 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.
#J-18808-Ljbffr