Account Manager - Employee Benefits

Position Summary:

This position is responsible for assisting the CSR, CSA, and/or Account Manager in the servicing of Commercial Lines insurance accounts.

Summary:

This position supports the Producer on specified accounts and may provide relevant insurance advice to new and existing clients.  As a representative of the Agency the Account Manager must maintain a positive, professional image as well as exemplify the agency’s standards for client service and retention. The Account Manager must have a full understanding of Employee Benefit products and services offered by the Agency. This position includes responsibility for developing long-term relationships as well as providing ongoing support and service to existing clients.

Essential Duties and Responsibilities:

• Address all requests from clients/prospect in regards to the purchase of a proposed policy or coverage.
• Meet with clients and new business prospects to deliver proposals, new and renewal policies, explain coverages, and suggest additions or changes in the insurance program. 
• Analyze information, problems and situations to recognize alternatives and their implications.
• Respond to customer inquiries in a timely manner.
• Support Producer as needed.
• Complete and review applications and policies to identify and target new business lines for existing insured clients and  make recommendations on account rounding as appropriate
• Assist clients to resolve insurance claim issues.
• Work as part of a team to collaborate with colleagues.
• Follow agency Standard of Excellence and Best Practices.
• Develops and maintains good relationships with insurance company representatives and clients to facilitate retention of business.
• Performs or assists with the marketing and quotation process for new and existing business.
• Meets Company defined production goals, both new business and retention.
• Has knowledge and understanding of the HIPAA/HITECH information privacy and security laws.  Follows the HIPAA privacy and security rules.

Certificates, Licenses, Registrations:

AZ Life and Health Insurance license required.  Beneficial: RHU, CEBS or other insurance professional designations.

Education and/or Experience:

Substantial industry related experience in Employee Benefits with an emphasis on self-funded programs. Some college preferred.

Other Skills and Abilities:                       

Experience in Agency Management System and a paperless work environment a plus. 

Benefits :

The Mahoney Group provides excellent compensation, benefits programs, and paid time off to our employees. We offer medical, dental, vision, basic life, short-term disability, and basic long-term care insurance at no cost to the employee. Additionally, you are able to participate in the employer matching 401(k) Plan, Employee Stock Ownership Plan, and Flexible Spending Plan.

Company Description:

The Mahoney Group is Arizona's largest independent insurance agency. With 7 offices in Arizona and others in New Mexico, Utah, Nevada, Washington, and California, our rapid expansion is your opportunity to become a valued member of our team. Experience an environment and culture that is unsurpassed.

Our Mission:

At the Mahoney Group, we strive for profitable growth through serving the insurance and related financial needs of our customers.

We endeavor to increase the quality of life of all members of The Mahoney Group by providing them the means to attain their own personal and financial goals within a positive and enriching environment. In recognition of our social responsibility, we encourage active participation within the communities in which we live.

We take pride in being a leading insurance organization that delivers insurance and risk management products and services through technical excellence, comprehensive resources and an ongoing commitment to innovation.