Client Executive, Property + Casualty

The MJ Companies; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

The MJ Companies is seeking a proactive professional to manage the execution of its consulting process and coordinate activities across Analytics, Risk Services, Risk Transfer, Claims Consulting and Advocacy. You will oversee multi-year risk treatment strategies and oversee annual service and strategic plan delivery.

You will also support new business goals by presenting MJ's capabilities, schedule and lead client meetings, and assist in marketing and risk transfer strategies.

Qualifications

• 2+ years of experience in a similar role or in sales, risk management, operations, customer service, or marketing with insurance brokerage knowledge.

Responsibilities

• Coordinate MJ client team activities across Analytics, Risk Services, Risk Transfer, Claims Consulting and Advocacy.
• Oversee the lifecycle of a client's multi-year risk treatment strategy.
• Manage generation and execution of client annual service and strategic plans.
• Support new business goals by presenting MJ's capabilities and sales process.
• Schedule, facilitate and participate in client meetings including renewal discussions.
• Assist in creating and executing the marketing and risk transfer strategies.
• Support onboarding and relationships with carriers, TPAs, and other vendors.
• Contribute to strategic planning with field insight and industry awareness.
• Provide mentoring and guidance to team members.
• Capture client perspectives and advocate with internal stakeholders.
• Proficiency in Microsoft Office and familiarity with agency/document management systems.

Skills

Analytical thinking

Problem solving

Time management

Detail oriented

Communication skills

Negotiation

Leadership

Education

Bachelor's degree in business or work equivalent

Property & Casualty insurance license

Tools

Microsoft Office

Agency Management System

Document management system

Job description

• 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