Client Executive, Property + Casualty
About The Position
The Client Executive, Property + Casualty is responsible for ensuring the execution of MJ’s consulting process, overseeing the lifecycle of a client’s multi-year risk treatment strategy, and managing the generation and execution of client annual service and strategic plans. This role supports new business goals through the demonstration and presentation of MJ’s capabilities and sales process. The Client Executive will 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. They will also support the Risk Management Consultant and Risk Transfer Specialist in the creation and execution of the marketing and overall risk transfer strategy, and steward the onboarding and overall relationship between the client and respective insurance carriers, TPAs, and other vendors. Additionally, this role contributes to the overall strategic planning of the department by providing key field insight and industry awareness to inform agency initiatives, and offers mentoring and guidance to other team members. The Client Executive will capture and advocate for the client perspective and experience with internal constituents.
Requirements
- 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
- 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
- Bachelor’s degree in business or work equivalent
- Property & Casualty insurance license
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
