Client Executive, Property + Casualty at The MJ Companies

<p><strong>ESSENTIAL FUNCTIONS</strong></p> <ul> <li>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</li> <li>Oversee the lifecycle of a client’s multi-year risk treatment strategy, including the creation, ongoing evaluation and periodic revision</li> <li>Manage the generation and execution of client annual service and strategic plans</li> <li>Support new business goals through the demonstration and presentation of MJ’s capabilities and sales process</li> <li>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</li> <li>Support the Risk Management Consultant and the Risk Transfer Specialist in the creation and execution of the marketing and overall risk transfer strategy</li> <li>Steward onboarding and the overall relationship between client and respective insurance carriers, TPA’s, and other vendors</li> <li>Contribute to the overall strategic planning of the department, providing key field insight and industry awareness to inform agency initiatives</li> <li>Provide mentoring and guidance to other team members, as appropriate</li> <li>Capture and advocate for the client perspective and experience with internal constituents</li> </ul> <p><strong>TECHNICAL FUNCTIONS</strong></p> <ul> <li>Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint</li> <li>Familiar with the use of an Agency Management System and a document management system</li> </ul> <p><strong>REQUIRED EXPERIENCE</strong></p> <ul> <li>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</li> <li>Demonstrated skills: analytical, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through, versatility</li> <li>Proven ability to work independently with minimal supervision</li> <li>Proven ability to work collaboratively with and lead inner-departmental teams</li> <li>Excellent verbal and written communication skills; professional presentation</li> <li>Proven ability to navigate conflict; negotiate; and collaborate to achieve optimal solutions</li> </ul> <p><strong>REQUIRED EDUCATION</strong></p> <ul> <li>Bachelor’s degree in business or work equivalent</li> <li>Property &amp; Casualty insurance license</li> </ul>