Client Executive, Property + Casualty

The MJ Companies; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

The MJ Companies in Phoenix, Arizona, is seeking a motivated professional to manage client consulting processes and risk treatment strategies. The ideal candidate will have a background in sales, risk management, or operations with strong analytical and communication skills. Responsibilities include client relationship management, overseeing service plans, and collaborating with teams to achieve optimal solutions. A bachelor's degree in business and a Property & Casualty insurance license are required. The role requires a detail-oriented individual with over 2 years of relevant experience.

Qualifications

• Minimum of 2+ years experience in a similar role or related fields.
• Demonstrated analytical and problem-solving skills.
• Excellent verbal and written communication skills.

Responsibilities

• Ensure execution of MJ’s consulting process.
• Oversee lifecycle of client’s multi-year risk treatment strategy.
• Support new business goals through presentations and demonstrations.

Skills

Analytical skills

Problem-solving

Detail-oriented

Organizational skills

Communication skills

Education

Bachelor’s degree in business or work equivalent

Property & Casualty insurance license

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

Responsibilities

• Ensure execution of MJ’s consulting process, including coordination of activity of the respective MJ client team members in Analytics, Risk Services, Risk Transfer, Claims Consulting and Advocacy
• Oversee the lifecycle of a client’s multi-year risk treatment strategy, including the creation, ongoing evaluation and periodic revision
• Manage the generation and execution of client annual service and strategic plans
• Support new business goals through the demonstration and presentation of MJ’s capabilities and sales process
• Schedule, facilitate and participate in client and prospect meetings including proposal and capabilities presentations, strategy meetings, pre- renewal meetings, renewal meetings, quarterly reviews, and claim reviews
• Support the Risk Management Consultant and the Risk Transfer Specialist in the creation and execution of the marketing and overall risk transfer strategy
• Steward onboarding and the overall relationship between client and respective insurance carriers, TPA’s, and other vendors
• Contribute to the overall strategic planning of the department, providing key field insight and industry awareness to inform agency initiatives
• Provide mentoring and guidance to other team members, as appropriate
• Capture and advocate for the client perspective and experience with internal constituents

Technical Functions

• Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint
• Familiar with the use of an Agency Management System and a document management system

Required Experience

• A minimum of 2+ years experience in a similar role, or sales, risk management, operations, customer service or marketing experience with an in-depth knowledge of the insurance brokerage business
• Demonstrated skills: analytical, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow-through, versatility
• Proven ability to work independently with minimal supervision
• Proven ability to work collaboratively with and lead inner-departmental teams
• Excellent verbal and written communication skills; professional presentation
• Proven ability to navigate conflict; negotiate; and collaborate to achieve optimal solutions

Required Education

• Bachelor’s degree in business or work equivalent
• Property & Casualty insurance license