The Mahoney Group

Account Manager - Real Estate Commercial Lines - Mesa

Mesa, AZ
The Mahoney Group is one of the largest commercial insurance, employee benefits, and risk management

Job Description

Account Manager - Real Estate Commercial Lines

Posted: Thursday, 8/31/2023

Position Overview
The Account Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Account Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients. This position specifically requires experience in the real estate sector.

Responsibilities

  • Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies

  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met

  • Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable

  • Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business

  • Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking

  • Conduct all business in accordance with established policies and procedures

  • May attend client meetings on or off site on occasion

  • Other duties as assigned


Requirements
  • High School Diploma or Equivalent
  • 8 years in commercial lines insurance specifically within the real estate sector

  • State Property/Casualty License

  • Ability to effectively communicate, both written and verbally, to internal and external parties

  • Excellent time management, organizational and multi-tasking skills with high attention to detail

  • Ability to build and maintain effective relationships with clients, carriers and peers

  • Ability to work independently and in cross-functional teams

  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

The Mahoney Group At A Glance

The Mahoney Group is one of the largest commercial insurance, employee benefits, and risk management brokerages in the U.S. Established in 1915, we are an employee-owned company with operations in over a dozen states. Our goal is to create a culture where everyone consistently engages in behaviors that help us win by delivering and exceptional client experience. We do this through operating with integrity, the power of team, having a passion for the client, and the pursuit of excellence!
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