Client Executive: Risk & Insurance Strategy Lead

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

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.