Client Executives (Future Opportunities)

The Mahoney Group•Phoenix, AZ

11d•Hybrid

About The Position

The Mahoney Group is seeking accomplished, relationship-driven Client Executives for future opportunities. This evergreen posting allows the agency to connect with candidates as opportunities arise. The role supports Insurance Advisors in selling new business and retaining renewal business on selected accounts, based on premium size and/or complexity. Client Executives also manage day-to-day client contact and work to provide an exceptional client experience. The position develops client relationships, assesses client needs and risks, explains coverage, and coordinates insurance program design, marketing, placement, renewals, and service-plan implementation. It also includes client reporting and claims support, processing insurance documents, coordinating with carriers and internal support teams, and delegating work as appropriate. The position may be based in a hybrid arrangement in Phoenix, Chandler, or Tucson, Arizona, or virtually. The Mahoney Group was founded in 1915 and is a premier insurance agency with approximately 250 employees, headquartered in Chandler, Arizona. The role is exempt and not eligible for overtime compensation. The hiring rate range will be determined based on factors including the candidate’s qualifications and the role’s scope, complexity, location, and applicable labor market. Sales incentives may be possible for sales jobs based on performance goals.

Requirements

High school diploma or equivalent required.
At least 10 years of national or large-account experience.
State Property & Casualty or Life & Health Insurance License required.
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 in Microsoft Office Suite, virtual meeting platforms, and agency management systems.
Ability to work, collaborate, and communicate with people at varying organizational levels.
Ability to work with a sense of urgency.

Nice To Haves

Bachelor’s degree 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 suitable services, products, or combinations.
Educate clients on current and proposed coverage and exclusions.
Oversee and coordinate exposure analysis, coverage program design, marketing submissions, workflows leading to bound 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 help avoid lapses in coverage.
Process proposals, policies, endorsements, and audits as needed.
Answer claim questions and provide support throughout the claims process as needed.
Build 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.