Client Manager - Commercial Lines (HOA/Real Estate)

The Mahoney Group • Tucson, AZ

21h • Hybrid

About The Position

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 HOA/real estate 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.

Requirements

• High school diploma or equivalent required.
• 5 or more years of Commercial Lines experience.
• State Property & Casualty Insurance License.
• Demonstrates a thorough understanding of Commercial 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 customer service skills.
• Effective time management skills.
• Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) CMS.

Nice To Haves

• CISR, CIC or other insurance professional designation.
• 1 or more years of Applied EPIC experience.

Responsibilities

• 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.
• Advises and guides 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.

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: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees