Client Manager - Commercial Lines

The Mahoney Group•Chandler, AZ

About The Position

The Mahoney Group is seeking a relationship-driven Client Manager to manage workflow, account servicing, and maintenance for assigned Commercial Lines books of business. The role expands client relationships by analyzing, communicating, and addressing coverage gaps to help ensure clients’ risks are managed optimally. The Client Manager works with Insurance Advisors and the service team to procure, service, and maintain accounts, and serves as a primary contact for clients. The position reports to the Director, Commercial Lines Service. It is classified as exempt under the Fair Labor Standards Act and is not eligible for overtime compensation. The Mahoney Group describes itself as an Equal Opportunity Employer committed to an inclusive, P.E.O.P.L.E. First culture.

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 products and markets available to cover those 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 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, address general questions, provide guidance, and resolve accounting discrepancies.
Partner with Insurance Advisors to procure, service, and maintain client accounts.
Collaborate with Insurance Advisors to identify and recommend coverage, 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 about current and proposed coverages and exclusions.
Answer claim questions and provide support throughout the claims process when 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.