Now Hiring - Insurance Commercial Lines Account Manager (Habitational) in Mesa, AZ

COMMERCIAL LINES ACCOUNT MANAGER (Habitational)

POSITION SUMMARY

The Account Manager supports The Mahoney Group’s Commercial Lines division by servicing and managing commercial accounts in the Real Estate Practice Group with a special emphasis on habitational exposures. 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.

Account Managers looking for security with an established Agency focused on the employee and client experience will find a home with The Mahoney Group.

ABOUT THE MAHONEY GROUP

We are The Mahoney Group, we broker insurance, and we are growing by the day. Our mission is to give people the peace of mind to build better tomorrows. We are diligent in our pursuit to see every team member reach their personal and professional goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: we have integrity, believe in the power of team, breath passion for the client, and pursue excellence in everything we do.

BENEFITS

• Group Benefits (Some at No Cost to You)
• Medical | Dental | Vision | Basic Life | STD | LTD | LTC
• HAS & FSA
• 401(k) Retirement Plan with Company Match
• Employee Stock Ownership Plan
• Paid Time Off
• Professional Development Assistance

OBJECTIVES

• Develop and maintain relationships with clients, and prospective clients
• 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 modified insurance coverage
• Educate clients on current and proposed coverage and exclusions
• Answer claims questions and provide support, where needed, throughout the claims process
• Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, and similar documents for accuracy and communicate changes successfully to the carrier
• Confirm coverage is bound and issue binders
• Attend and participate in internal meetings and complete required training
• Perform other related duties as assigned by management

COMPETENCIES

• 3+ years of habitational account management
• Strong understanding of real estate investment
• Excellent verbal and written communication skills
• Excellent organizational skills and strong ability to multitask
• Thorough understanding of Commercial Lines insurance law, guidelines, and practices
• Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) Agency Management System
• Ability to work and collaborate with people of varying levels across the organization as well as clients and carriers

EDUCATION & EXPERIENCE

• High School Diploma or Equivalent
• 5 years of Commercial Property & Casualty experience
• State Property & Casualty Insurance License
• 1 years of Applied EPIC experience

PHYISCAL REQUIREMENTS

• Prolonged sitting at a desk working on a computer
• Must be able to lift up to 15 pounds at times

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, The Mahoney Group recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Ability to commute/relocate:

• Mesa, AZ 85210: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Applied EPIC: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Required)

Work Location: One location