Sales Associate - Personal Insurance

Marsh McLennan • Kalispell, MT

6d

About The Position

The Personal Insurance Sales Associate role is an entry point for early-career sales colleagues in Marsh McLennan Agency’s Northwest region. The associate builds confidence and develops networking and closing skills while preparing for advancement into a sales executive role. The position includes shadowing experienced Sales Executives and supporting the client relations team by identifying opportunities for service expansion and retention. Work may be performed independently or as part of a team, with support from Personal Insurance Sales Leaders. Marsh Agency provides hands-on training, feedback, development, mentorship, and other resources.

The role focuses on building community relationships and generating new business, consulting with prospects and clients about insurance solutions, and helping coordinate client servicing and transitions. Associates represent Marsh Agency with excellence and integrity and work collaboratively with colleagues to meet sales goals and contribute to clients and the community.

Requirements

• Passion for sales and demonstrated sales aptitude.
• Ability to build and maintain relationships.
• Strong business acumen, or interest in developing it.
• Strategic thinking and a results-focused approach.
• Ability to turn prospects into clients by closing business deals.
• Ability to maintain positive relationships with colleagues and work as part of a team.
• Leadership by example.
• Interest in learning, improvement, and professional development.
• Ability to adapt to changes in the industry and client needs.
• Commitment to the company's core values: accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

• Build relationships within the community to generate new business opportunities.
• Schedule and conduct meetings with business leaders and prospects in person, by phone, or via Zoom.
• Educate and consult with prospects and clients to develop insurance solutions that address their risks.
• Advise clients on existing product solutions and upcoming product developments.
• Coordinate client servicing within the available service scope.
• Transition new clients to the client relations team and remain active in developing and expanding existing clients.
• Deliver accurate and timely cost calculations and quotations based on coverage variations.
• Meet with Personal Insurance Sales Leaders to discuss goals, prospective clients, and sales performance against targets.
• Represent Marsh Agency at trade exhibitions and events.
• Learn client policy requirements, internal systems, and departmental procedures and policies.

Benefits

• Competitive compensation package with applicable local and state salary thresholds honored.
• Commission on new sales revenue.
• Annual profit sharing.
• Paid paternity and maternity leave.
• Medical leave.
• 401K savings.
• Wellbeing programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed