Client Executive - Commercial Lines

The Mahoney Group•Chandler, AZ

9d•Hybrid

About The Position

The Client Executive - Commercial Lines supports Insurance Advisors with the sale of new business and retention of renewal business for selected accounts based on premium size and/or complexity. The role manages day-to-day client contact and works to ensure an exceptional client experience. It develops client relationships, evaluates client needs and risks, coordinates coverage design and marketing, and provides ongoing support through renewals, claims, and policy administration. The position is hybrid in Phoenix, Chandler, or Tucson, Arizona, and reports to the Director, Commercial Lines Service. It is exempt and not eligible for overtime compensation. The Mahoney Group is an approximately 250-employee insurance agency headquartered in Chandler, Arizona, founded in 1915.

Requirements

High school diploma or equivalent.
State Property & Casualty License.
At least 1 year of Applied EPIC experience.
Excellent verbal and written communication skills.
Strong presentation skills, both in person and virtually.
Ability to organize multiple projects.
Effective time management skills.
Strong analytical skills and attention to detail.
Strong computer operating skills and proficiency with Microsoft Office Suite, virtual meeting platforms, and agency management systems.
Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
Ability to work with a sense of urgency.

Nice To Haves

Bachelor’s degree preferred.
10 or more years of national or large-account experience preferred.
Commercial Real Estate background preferred.
ARM, CIC, CPCU, or another insurance professional designation preferred.

Responsibilities

Develop and maintain strong relationships with clients and prospective clients.
Identify client and prospect needs and risks to determine the services, products, or combinations that best serve their objectives.
Educate clients about current and proposed coverage and exclusions.
Oversee and coordinate new-business exposure analysis, coverage program design, marketing submissions, workflows through binding coverage, and implementation of service-plan elements.
Provide proactive, personalized client support by marketing and placing renewals and negotiating with insurance carriers on clients’ behalf.
Manage, prepare, and implement KPIs, stewardship reports and meetings, claims analysis, and coverage summaries.
Manage client renewal expiration lists and prevent lapses in coverage.
Process proposals, policies, endorsements, and audits as needed.
Answer claim questions and provide support throughout the claims process as needed.
Foster strong relationships among clients, insurance carriers, and the support team.
Delegate work to support-team members as appropriate to their positions.
Attend and participate in internal meetings and complete required training.
Perform additional duties as assigned or required.

Benefits

Market-competitive compensation with a pathway for advancement.
Opportunity to continuously learn and advance professional knowledge.
Medical, dental, and vision coverage.
Health and flexible spending accounts.
Wellness benefits.
Life and disability benefits.
Paid holidays and Paid Time Off (PTO).
Employee Stock Ownership Plan (ESOP).
401(k) Plan with company match.
A wide variety of voluntary benefits.
Collaborative, P.E.O.P.L.E. First, values-based culture.
Opportunity to directly impact people’s lives, the agency’s culture, and its continued success.