The Mahoney Group · 15 hours ago
Client Executive Commercial Lines (Insurance Industry)
Chandler, AZ
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expThe Mahoney Group is a growing insurance brokerage dedicated to delivering dynamic solutions that protect and empower people. The Commercial Lines Client Executive is responsible for supporting Advisors in the sale of new business and the retention of renewal business, managing client relationships, and ensuring proper coverage for clients' needs.
Insurance
Responsibilities
Client facing, develop and maintain relationships with clients and prospective clients
Identifies the needs and risks of clients and prospects to determine the proper services, products, and/or combinations that will best serve their objectives
Educates clients on current and proposed coverage and exclusions
Oversees and coordinates new business exposure analysis, coverage program design and marketing submission; workflows leading to bound coverage; and implantation of service plan elements
Provides proactive, personalized support to clients by marketing and placing renewals. Negotiate with carriers on behalf of clients
Manages, prepares and implements KPI’s, stewardship reports/meetings, claims analysis and summary of coverages
Manages client renewal expiration lists and avoid any lapse in coverage
Processes proposals, policies, endorsements and audits as needed
Answers claim questions and provide support, where needed, throughout the claims process
Fosters strong relationship building between the client, carriers and support team
Delegates work to support team members as appropriate for their specific position
Attends and participates in internal meetings and completes required training
Performs additional duties as assigned or required
Qualification
Required
High School Diploma or equivalent, required
10 or more years of national or large account Commercial Lines experience
State Property & Casualty Insurance License required
Excellent verbal and written communication skills
Strong presentation skills both in person and virtual
Ability to organize multiple projects
Effective time management skills
Strong analytical skills and ability to be detail oriented
Strong computer operating skills and proficiency in Microsoft Office Suite, virtual meeting platforms, and agency management systems
Ability to work, collaborate, and communicate with individuals at varying levels across the organization
Works with a sense of urgency
Preferred
Bachelor's degree preferred
ARM, CIC, CPCU or other insurance professional designation preferred
1 or more years of Applied EPIC experience
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
The Mahoney Group, established in 1915, is one of the largest independent brokerages in the U.S.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brad Rucker
Managing Partner / Broker
David Perks
Partner & Commercial Insurance Broker
Recent News
bloomberglaw.com
2025-08-26
Company data provided by crunchbase