Microsoft Client Executive

The Mahoney Group, founded in 1915, is a premier insurance agency of approximately 250 employees headquartered in Chandler, Arizona. We're searching for a relationship-driven Client Manager. In this role, you'll manage the overall workflow, account servicing, and maintenance of the assigned book(s) of business. This role expands client relationships by analyzing, communicating, and eliminating coverage gaps, ensuring that a client's risk is being managed in an optimal manner. Serves as the main point of contact for clients addressing general questions, providing guidance, and resolving accounting discrepancies. Partners with Insurance Advisors to procure, service, and maintain client accounts. Reviews and/or processes new and renewal policies, endorsements, audits, audit assignments, cancellations, and similar documents for accuracy. Answers claim questions and provides support, where needed, throughout the claims process. Fosters strong relationships between the clients and support team. Advises and guides the service team in their support of client needs. Attends and participates in internal meetings and completes required training. The above statements cover what are generally believed to be the essential functions of the job in accordance with the Americans with Disabilities Act (ADA). High school diploma or equivalent required. 5 or more years of Commercial Lines experience. 1 or more years of Applied EPIC experience. Demonstrates a thorough understanding of Commercial Lines insurance law, guidelines, and practices. Ability to read and interpret documents such as insurance policy forms and insurance contracts. Strong customer service skills. Effective time management skills. Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) CMS. Comprehensive total rewards package, including medical, dental, vision, health/flexible spending accounts, wellness, life, disability, paid holidays, Paid Time Off (PTO), Employee Stock Ownership Plan (ESOP), 401(k) Plan with company match, and a wide variety of voluntary benefits. This job reports to the Director, Commercial Lines Service. In accordance with the Fair Labor Standards Act (FLSA), this job is Exempt and not eligible for overtime compensation. The hiring rate range for this job will be determined by numerous factors including the skills, education, training, credentials, and experience of the candidate; If a sales job, sales incentives, based on performance goals are possible in addition to the hiring rate range.