Client Executive, Property + Casualty
themjcos
Phoenix, Arizona
Posted Apr 28, 2026
- Other
- Arizona Property + Casualty
Job 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