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Client Executive, Property + Casualty

The MJ Companies · themjcos.com
PhoenixMid level2+ yrs
Apply on The MJ Companies’s site

Straight from the company’s own careers site.

The job in short

Property and casualty insurance client executive.

ExcelMarketingInsurance

Details

Found
33 d ago · posted 2026-04-28
Location
Phoenix, Arizona

Full description

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

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