Client Executive, Property + Casualty
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Before you apply
LocationPhoenix, Arizona
SeniorityMid
Experience2+ yrs
DepartmentArizona Property + Casualty
Company size201–500 people
PostedApr 28, 2026 · 6mo ago
Verified live2d ago
May no longer be actively hiring
Posted by the company on Apr 28, 2026
At a glanceSummarised by Seekless from the posting.
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
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
Skills
Excel
Word
Outlook
PowerPoint
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
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Manage the generation and execution of client annual service and strategic plans
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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
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Support the Risk Management Consultant and the Risk Transfer Specialist in the creation and execution of the marketing and overall risk transfer strategy
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Steward onboarding and the overall relationship between client and respective insurance carriers, TPA’s, and other vendors
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Contribute to the overall strategic planning of the department, providing key field insight and industry awareness to inform agency initiatives
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Provide mentoring and guidance to other team members, as appropriate
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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