Commercial Lines Account Manager jobs in Mesa, AZ

About the Mahoney Group: Founded in 1915, The Mahoney Group is one of the largest independent insurance, risk management and employee benefits brokerages in the U.S. A Top 100 brokerage, our expertise includes a range of industries including real estate, construction, nonprofits, homeowners' and community associations, and Native American tribes, schools and businesses. We attribute our success to delivering insurance coverage tailored to our clients' specific needs as well as a dedication to making a positive impact on the world around us. With operations in seven states and more than 200 employees, we're also an employee-owned company. To us, that simply means we have the independence to prioritize our clients' interests above those of Wall Street shareholders or investor.

The Commercial Lines Account Manager manages the overall workflow, account servicing, and maintenance of the assigned 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.

OBJECTIVES

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

COMPETENCIES

• Thorough understanding of Commercial Lines insurance law, guidelines, and practices
• Maintain 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 policy forms and insurance contracts
• Solid 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

EDUCATION & EXPERIENCE

• High school diploma or equivalent
• 5 years of Commercial Lines experience
• State Property & Casualty Insurance License
• CISR, CIC or other insurance professional designation
• 1 year of Applied EPIC experience

PHYISCAL REQUIREMENTS
The physical requirements are representative of those that must be met to successfully perform the essential functions of this job.

Sit at a desk and use a computer for extended periods of time
Lift and/or move up to 10 pounds and up to 25 pounds on occasion
Regularly talk to communicate and hear to understand
Use hands to reach and grasp and use fingers to feel and touch
Ability to see with close vision and ability to adjust focus

This position can be based out of our Mesa or Phoenix office.