Customer Services Agent - Commercial Lines Insurance

Commercial Lines CSA:  Essential Duties and Responsibilities

• Provide administrative support to Producer and/or Account Manager
• Respond to customer inquiries promptly and professionally.  Provide assistance with coverage questions and program adjustments; solve problems regarding client account issues
• Gathers information on exposures and operations to support preparation of submission and coverage specifications as needed
• Maintain current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures
• Review applications and policies to identify and target new business lines for existing insured’s making recommendations on account rounding as appropriate
• Review new and renewal policies, endorsements, audits, cancellations, etc. for accuracy and prepare correspondence to insured and/or carrier as needed
• Assist Producer in coordinating with marketing during the marketing and quotation process
• Assist clients/policyholders to resolve insurance claim issues in the event of a loss
• Perform in a manner that prevents errors and omissions
• Review and adhere to processing procedures in order to incorporate the capabilities of the system into the daily work flow and/or streamline the workflow
• Follow agency Standard of Excellence and Best Practices procedures for processing and preparation of customer correspondence, certificates of insurance, binders, cancellation requests, insurance I.D. cards and internal correspondence as requested (ensuring that activities and follow-ups are set and the client file in the agency management systems is updated and consistent with the paper file).

Education and/or Experience:

Some college or significant Insurance Industry related experience; or combination of

education and experience.

Certificates, Licenses, Registrations:

Arizona Property & Casualty Insurance License preferred

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.