The Mahoney Group · 12 hours ago
Commercial Lines Insurance Account Manager
Tucson, AZ
Full-time
Onsite
Mid LevelThe Mahoney Group is seeking an experienced Commercial Lines Insurance Account Manager to serve as the main point of contact for clients. The role involves managing existing accounts, ensuring compliance with industry standards, and preparing renewal proposals while addressing client inquiries promptly.
Insurance
Responsibilities
Function as main point of contact for the client. Address general questions, provide 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
Service existing book(s) of business to the highest levels of industry standards, maintain complete and proper documentation, create suspense triggers for follow ups
Update policy records in agency management system (EPIC)
Monitor expiration lists and manage renewals by contacting clients
Review new and renewal policies, endorsements, audits, cancellations, etc. for accuracy
Prepare correspondence to insured and/or carrier as needed
Collect and prepare renewal information such as loss-runs, Acord applications and quotes using carrier portals and online submission platforms
Develop and coordinate the execution of renewal timelines
Create, deliver, and present renewal and new business proposals, quotes and presentations (oral and written)
May be required to attend client meetings, training and conferences
Respond to client questions promptly and professionally
Ensure that all regulatory, compliance and transparency requirements are met
Comply with all agency policies and procedures
Invoice and prepare financing agreements
Process payments by check, credit card, or electronically
Ensure payment accompanies bind instructions
File claim reports online or via telephone
Assist clients/policyholders to resolve claim issues in the event of a loss
Qualification
Required
Experienced insurance service professionals only
Function as main point of contact for the client
Address general questions, provide 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
Service existing book(s) of business to the highest levels of industry standards, maintain complete and proper documentation, create suspense triggers for follow ups
Update policy records in agency management system (EPIC)
Monitor expiration lists and manage renewals by contacting clients
Review new and renewal policies, endorsements, audits, cancellations, etc. for accuracy
Prepare correspondence to insured and/or carrier as needed
Collect and prepare renewal information such as loss-runs, Acord applications and quotes using carrier portals and online submission platforms
Develop and coordinate the execution of renewal timelines
Create, deliver, and present renewal and new business proposals, quotes and presentations (oral and written)
May be required to attend client meetings, training and conferences
Respond to client questions promptly and professionally
Ensure that all regulatory, compliance and transparency requirements are met
Comply with all agency policies and procedures
Invoice and prepare financing agreements
Process payments by check, credit card, or electronically
Ensure payment accompanies bind instructions
File claim reports online or via telephone
Assist clients/policyholders to resolve claim issues in the event of a loss
Account Managers are expected to have some college and significant Insurance Industry related experience; or combination of education and experience
Arizona Property & Casualty Insurance License is REQUIRED of Account Manager
Benefits
Medical
Dental
Vision
Basic life
Short-term disability
Basic long-term care insurance
Employer matching 401(k) Plan
Employee Stock Ownership Plan (ESOP)
Flexible Spending Plan
Company
The Mahoney Group
The Mahoney Group, established in 1915, is one of the largest independent brokerages in the U.S.
Founded in 1915
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brad Rucker
Managing Partner / Broker
David Perks
Partner & Commercial Insurance Broker
Recent News
bloomberglaw.com
2025-08-26
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