What are the responsibilities and job description for the Account Manager, Commercial Lines (Insurance Industry) position at The Mahoney Group?
We are The Mahoney Group, we broker insurance, and we are growing by the day. Our mission is to deliver dynamic solutions that protect and empower people. 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: Performance, Enthusiasm, Ownership, Perpetuation, Loyalty and Empathy. We are an employee owned PEOPLE first organization. Join our Team Today!
BENEFITS
- Group Benefits (Some at No Cost to You)
- Medical | Dental | Vision | Basic Life | STD | LTD | LTC
- HSA & FSA
- 401(k) Retirement Plan with Company Match
- Employee Stock Ownership Plan
- Paid Time Off
POSITION SUMMARY
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.
PRIMARY DUTIES
. Develops and maintains relationships with clients and prospective clients.
· Serves as the main point of contact for clients addressing general. questions, providing guidance, and resolving accounting discrepancies.
· Partners with Advisors to procure, service, and maintain client accounts.
· Collaborates with Advisors to identify and recommend coverage to clients and prospects; coordinate the proposal process for new, renewal, and modified insurance coverage.
· Reviews and/or processes new and renewal policies, endorsements, audits, audit assignments, cancellations, and similar documents for accuracy .
· Educates clients on current and proposed coverage and exclusions
· Answers claim questions and provide support, where needed, throughout the claims process.
· Fosters strong relationships between the client and support team.
· Advises and guides the service team in their supports of client needs.
· Attends and participates in internal meetings and complete required training
· 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
· Performs other related duties as assigned by management
EDUCATION AND EXPERIENCE
- High school diploma or equivalent required.
- 5 or more years of Commercial Lines experience.
- State Property & Casualty Insurance License.
- CISR, CIC or other insurance professional designation.
- 1 or more years of Applied EPIC experience.
Apply today!