Client Service Support Agent - Mesa, United States - The Mahoney Group

The Mahoney Group

Verified Company

Mesa, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

***The Client Service Support Agent (CSSA) is the first stepping stone towards developing within The Mahoney Group. This position is responsible for assisting in the support of new and renewal insurance business for Commercial Lines, Personal Lines, and Employee Benefits.

We are seeking those with a positive attitude, who are detail oriented, and focus on providing stellar service. If you're ready to work for a company that recognizes excellence and promotes from within while fostering an environment of learning, training and growth, then look no further than The Mahoney Group

ABOUT THE MAHONEY GROUP
We are The Mahoney Group, we broker insurance, and we are growing by the day. Our mission is to give people the peace of mind to build better tomorrows.

We are diligent in our pursuit to see every team member reach their personal and professional goals through the work we do together.

Our core values are the backbone of our business and guide our hiring process:

we have integrity, believe in the power of team, breath passion for the client, and pursue excellence in everything we do.

BENEFITS

Group Benefits (Some at No Cost to You)
Medical | Dental | Vision | Basic Life | STD | LTD | LTC
HSA & FSA
401(k) Retirement Plan with Company Match
Employee Stock Ownership Plan
Paid Time Off
Professional Development Assistance

OBJECTIVES

Provide administrative support services to Account Managers as it relates to client needs
Maintain and update client files and records within the agency management system
Prepare and/or process policy related material such as correspondence, certificates of insurance, binders, ID cards, etc.
Prepare invoices and post payments
Pull and prepare loss runs, claims status reports, policy download information, expirations reports, etc.
Review and study material to work towards obtaining insurance license
Attend and participate in internal meetings and complete required training
Perform other related duties as assigned by management

COMPETENCIES

Solid verbal and written communication skills
Excellent organizational skills and the ability to multitask
Strong computer operating skills and proficiency in Microsoft Office Suite
Ability to work, collaborate, and communicate with individuals at varying levels across the organization
Strong customer service skills

EDUCATION & EXPERIENCE