Client Administrators (Future Opportunities)

The Mahoney Group•Tucson, AZ

10d•Hybrid

About The Position

This is an evergreen job posting for Client Administrators at The Mahoney Group, a growing insurance agency founded in 1915 with approximately 250 employees. The role provides essential day-to-day support for commercial lines accounts by assisting Client Managers and Insurance Advisors with policy administration, renewals, and client service. The position is hybrid and can be located in Phoenix, Chandler, or Tucson, Arizona, or virtual.

Requirements

High School Diploma or equivalent, required.
State-specific Property & Casualty or Life & Health Insurance License required.
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

2 years of insurance product servicing experience strongly preferred.
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.