Client Manager - Commercial Lines

The Mahoney Group•Chandler, AZ

About The Position

The Mahoney Group is seeking a relationship-driven Client Manager to manage the workflow, account servicing, and maintenance of assigned commercial insurance books of business. The role supports clients in managing risk by identifying, communicating, and addressing coverage gaps. The Client Manager serves as a key client contact and partners with Insurance Advisors and the service team to procure, maintain, and service accounts. The role reports to the Director, Commercial Lines Service. It is classified as exempt and is not eligible for overtime compensation. The Mahoney Group is an Equal Opportunity Employer committed to an inclusive, P.E.O.P.L.E. First culture. Compensation is determined by factors including candidate skills, education, training, credentials, experience, role scope and complexity, location, and applicable market labor costs.

Requirements

High school diploma or equivalent.
At least 5 years of Commercial Lines experience.
State Property & Casualty Insurance License.
CISR, CIC, or another insurance professional designation.
At least 1 year of Applied EPIC experience.
Thorough understanding of Commercial Lines insurance law, guidelines, and practices.
Current knowledge of insurance coverages and exposures and of insurance products and markets available to cover those exposures.
Ability to read and interpret documents such as insurance policy forms and contracts.
Strong verbal and written communication skills.
Excellent organizational skills and 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

Generalist and Human Services experience.

Responsibilities

Develop and maintain strong relationships with clients and prospective clients.
Serve as the main point of contact for clients by addressing general questions, providing guidance, and resolving accounting discrepancies.
Partner with Insurance Advisors to procure, service, and maintain client accounts.
Collaborate with Insurance Advisors to identify and recommend coverage to clients and prospects, and coordinate proposals for new, renewal, and modified insurance coverages.
Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, and similar documents for accuracy.
Educate clients on current and proposed coverages and exclusions.
Answer claim questions and provide support throughout the claims process as needed.
Foster strong relationships between clients and the support team.
Advise and guide the service team in supporting client needs.
Attend and participate in internal meetings and complete required training.
Perform additional duties as assigned or required.