Insurance Advisor - Personal Lines (Private Client)

The Mahoney Group•Tucson, AZ

4d•Hybrid

About The Position

Take your insurance sales producer career and earning potential to the next level! The Mahoney Group, founded in 1915, is a premier insurance agency of approximately 250 employees headquartered in Chandler, Arizona. We’re searching for a driven and dynamic Insurance Advisor who thrives on networking, prospecting, building strong relationships, and closing deals. In this role, you’ll help people protect what matters most in their lives with the opportunity to build a lucrative and long-term career. We don’t just sell policies; we provide peace of mind with our differentiated P.E.O.P.L.E. First, Future Focused approach.

Requirements

High school diploma or equivalent required.
5 or more years of proven sales experience.
Insurance experience preferred.
Valid driver’s license with proof of insurance.
State Property & Casualty License.
1 or more years of Applied EPIC experience.
Strong relationship management, networking, and business development skills.
Demonstrates a thorough understanding of 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.
Effective time management skills.
Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) CMS.

Nice To Haves

CPIA designation preferred.

Responsibilities

Creates and implements a prospecting plan to grow Personal Lines.
Partners with key stakeholders to develop and manage a pipeline.
Develops a network with centers of influence to support the growth of a pipeline.
Reviews, researches, and qualifies prospect data to identify potential sales opportunities.
Identifies the needs and risks of clients and prospects to determine the proper services, products, and/or combinations that will best serve their objectives.
Engages internal resources for initial and ongoing prospect sales meetings and proposals.
Prepares proposals, contracts, and/or other sales-related material.
Ensures timeframes and deliverables are met in the sales process and ensure that post-sales teams provide quality service to all assigned clients.
Transitions new clients to the appropriate client management team and remains active in developing and expanding existing client services and products.
Supports trade show, event activities, and targeted marketing campaigns as needed.
Keeps abreast on prospects’ and clients’ current issues and educates on industry trends.
Establishes and cultivates positive business relationships with prospective and existing clients.
Develops and maintains effective network within the business community and industry.
Participates in regular sales meetings to review sales performance against objectives.
Provides timely and accurate prospecting and sales data to track and monitor activity for management reporting and forecasting capabilities, such as call activity, pipeline updates, and lead generation results.
Performs additional duties as assigned or required.