What are the responsibilities and job description for the Client Executive, Property + Casualty position at The MJ Companies?
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
- 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
