The MJ Companies

Promotes wellbeing and success for people

Client Executive - Property + Casualty

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timePhoenix, AZ, USANo salary listedIn-person

A minimum of 2 years of experience in a similar role, or in sales, risk management, operations, customer service, or marketing, with in-depth knowledge of the insurance brokerage business.
Proficiency in Microsoft Office products, including Excel, Word, Outlook, and PowerPoint.
Familiarity with an agency management system and a document management system.
A bachelor's degree in business or equivalent work experience.
A Property & Casualty insurance license.
Ability to work independently with minimal supervision.
Ability to collaborate with and lead interdepartmental teams.
Ability to navigate conflict, negotiate, and collaborate to achieve optimal solutions.

Ensure execution of the company's consulting process, including coordination of activity among 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 its creation, ongoing evaluation, and periodic revision.
Manage the generation and execution of client annual service and strategic plans.
Support new business goals by demonstrating and presenting the company'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 Risk Transfer Specialist in creating and executing the marketing and overall risk transfer strategy.
Steward onboarding and the overall relationship between the client and its insurance carriers, third-party administrators, and other vendors.
Contribute to department strategic planning by providing 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.

ESSENTIAL FUNCTIONS

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

Promotes wellbeing and success for people

Generating company summary

Explore more opportunities at The MJ Companies