Client Administrator Commercial Lines (Insurance Industry) jobs in United States
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The Mahoney Group · 20 hours ago

Client Administrator Commercial Lines (Insurance Industry)

The Mahoney Group is an employee-owned organization dedicated to providing insurance solutions. The Client Administrator will support the Client Manager with administrative tasks related to new and renewal insurance business for Commercial Lines.

Insurance
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Senior Management

Responsibilities

Provides administrative support Account Managers and/or Insurance Advisors
Responds to customer inquiries promptly and provide assistance with coverage questions
Assists Account Manager in gathering information on exposures and operations to support marketing and quotation process
Assists Account Manager with proposal preparation
Processes and prepares customer correspondence, certificates of insurance, binders, cancellations, ID cards, and others as requested
Reviews and/or processes new and renewal policies, endorsements, audits, cancellations, etc. for accuracy and prepare correspondence to insured and/or carrier
Prepares invoices and post payments
Assists Client Manager in filing insurance claims on behalf of the insured, follows up for claim updates as necessary, and helps resolve any claims issues
Ensures that activities and follow-ups are set and maintained within agency management system
Attends and participates in internal meetings and completes required training
Performs additional duties as assigned or required

Qualification

Property & Casualty licenseCommercial lines experienceCISR certificationCIC certificationMicrosoft Office proficiencyCustomer service skillsVerbal communicationWritten communicationOrganizational skillsTime management skillsTeam player

Required

High School Diploma or equivalent, required
2 years of commercial lines service experience
State-specific Property & Casualty insurance license
Maintains current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures
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
Responsive and self-motivated team player
Ability to work independently and in a fast-paced environment
Excellent organizational skills with high attention to detail

Preferred

CISR, CIC, or other insurance professional designations preferred

Benefits

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

Company

The Mahoney Group

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The Mahoney Group, established in 1915, is one of the largest independent brokerages in the U.S.

Funding

Current Stage
Growth Stage

Leadership Team

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Brad Rucker
Managing Partner / Broker
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David Perks
Partner & Commercial Insurance Broker
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Company data provided by crunchbase