Client Manager Commercial Lines (Insurance Industry) jobs in United States
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The Mahoney Group · 16 hours ago

Client Manager Commercial Lines (Insurance Industry)

The Mahoney Group is a growing insurance brokerage dedicated to delivering dynamic solutions that protect and empower people. The Commercial Lines Client Manager is responsible for managing client relationships, servicing accounts, and ensuring optimal risk management for clients.

Insurance
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Senior Management

Responsibilities

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 support 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

Qualification

Commercial Lines experienceState Property & Casualty LicenseCISRCIC designationApplied EPIC experienceMicrosoft Office SuiteCustomer serviceVerbalWritten communicationOrganizational skillsTime management skills

Required

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
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

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