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Careers & Culture

Our Risk Management + Commercial Insurance department is a growing and evolving team dedicated to helping our clients optimize their risk profile by implementing short and long-term solutions through Analytics, Risk Services, Risk Transfer, Claims Consulting and Client Advocacy.

The Client Executive plays a critical role in ensuring that each client has a tailored risk treatment strategy and an annual plan to execute that strategy. The Client Executive is responsible for facilitating the optimal client experience through the coordination of all of MJ’s capabilities to both retain and attract clients.

ESSENTIAL FUNCTIONS
  • Ensure execution of MJ’s consulting process, including coordination of activity of the respective Analytics, Risk Services, Risk Transfer, Claims Consulting and Client Advocacy team members
  • 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, TPAs, 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
  • Proficiency in MS Office products (Excel, Word, Outlook, PowerPoint)
required experience
  • A minimum of 5 years’ experience in a similar role, or sales, risk management, operations 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/certification
  • Bachelor’s degree required
job location

Carmel, Indiana

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