Client Administrator - Commercial Lines (Real Estate)

The Mahoney Group • Tucson, AZ

20h • Hybrid

About The Position

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 Commercial Lines real estate accounts by assisting Client Managers and Insurance Advisors with policy administration, renewals, and client service.

Requirements

• High School Diploma or equivalent, required.
• 2 years of Commercial Lines servicing experience strongly preferred.
• State-specific Property & Casualty insurance license.
• 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.

Nice To Haves

• CISR, CIC, or other insurance professional designations preferred.

Responsibilities

• 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.

Benefits

• 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 client’s culture, and the continued success of the agency.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees