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Client Executive, Property + Casualty

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: The MJ Companies
Full Time position
Listed on 2026-01-01
Job specializations:
  • Insurance
    Risk Manager/Analyst
Job Description & How to Apply Below
  • 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, Power Point
  • 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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