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

OVERVIEW

We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and collaboration has enabled us to maintain a best-in-class approach to risk management, employee benefits, and total rewards.

ESSENTIAL FUNCTIONS/RESPONSIBILITIES

+ Assist client with claim reporting by establishing best practices, collecting relevant information, analyzing potential coverage, and submitting on their behalf.

+ Provide ongoing consultation and monitoring of open complex claims. Support and guide clients through the carrier claim process. Act as an advocate for the best and most expedient resolution of claims.

+ Analyze policy language to determine all appropriate avenues to seek coverage. Conduct in-depth review of all coverage positions, challenging when appropriate.

+ Conduct formal client onboarding to assist in the development of processes for internal claim administration, facilitate and participate in claim reviews to communicate disposition strategies and financial developments, and provide ongoing proactive solutions to meet clients needs.

TECHNICAL FUNCTIONS

+ Proficient in the use of Microsoft Office Products: Excel, Word, Outlook

+ High level knowledge of property/casualty insurance including coverage forms, legal issues, and claim protocols.

REQUIRED EDUCATION/EXPERIENCE

+ Bachelor’s degree in business or related area; work equivalent

+ Property & Casualty license (or ability to obtain)

+ A minimum of 5-8 years experience in the insurance industry in a Claims or related position

+ Demonstrated skills: sense of urgency, detail-oriented, excellent organizational and time management skills

+Proven ability to work independently with minimal supervision as well as collaborate among the team daily and contribute to MJ’s culture.

+ Excellent verbal and written communication skills; professional presentation