Client Executive, Property + Casualty

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

• Bachelor’s degree in business or work equivalent


• Property & Casualty insurance license