Client Executive, Property + Casualty

Themjcos

Phoenix, United States
On-site
Property and casualty insurance license required
Microsoft office proficiency including excel and powerpoint
Experience with agency management systems
The role involves overseeing the lifecycle of a client's multi-year risk treatment strategy from creation to periodic revision

Job Summary

  • The role involves overseeing the lifecycle of a client's multi-year risk treatment strategy from creation to periodic revision.
  • Candidates must manage the generation and execution of annual service plans while supporting new business goals through sales presentations.
  • The position requires stewarding relationships between clients, insurance carriers, TPAs, and other vendors while providing mentoring to team members.

Matching Summary

The role involves overseeing the lifecycle of a client's multi-year risk treatment strategy from creation to periodic revision.

Skills & Requirements

Must-have

  • Property and Casualty insurance license required
  • Microsoft Office proficiency including Excel and PowerPoint
  • Experience with Agency Management Systems
  • Strong analytical and problem-solving skills
  • Ability to lead cross-functional client teams

Nice-to-have

  • Demonstrated ability to navigate conflict effectively
  • Mentoring experience for team members
  • Strategic planning contributions to department
  • Excellent verbal and written communication skills

Key Requirements

  • Minimum 2+ years in similar role or insurance brokerage
  • Bachelor's degree in business or work equivalent
  • Valid Property & Casualty insurance license

Work Rights

Not specified

Tailored Resume

Cover Letter