Sales Associate - Personal Insurance

Marsh • Billings, MT

7d

About The Position

As a Personal Insurance Sales Associate with Marsh Agency’s Northwest region, you’ll prepare for advancement into a sales executive role by building confidence in insurance sales through shadowing experienced Sales Executives. The Sales Associate program is an entry point for early-career sales colleagues to develop networking and closing skills and contribute to the organization and surrounding community. You’ll also support the client relations team by identifying service expansion and retention opportunities. The role involves working both independently and as part of a team to achieve sales goals, with support from Personal Insurance Sales Leaders.

Marsh Agency provides hands-on training, consistent feedback and development, mentorship, and resources. The team emphasizes representing its brand with excellence and integrity, intentional collaboration, and shared responsibility for success.

Requirements

• Sales aptitude and a passion for sales.
• Ability to build and maintain relationships and strong business acumen.
• Strategic thinking and a results-focused approach.
• Ability and motivation to turn prospects into clients by closing business deals.
• Strong interpersonal skills, including on challenging days.
• Team orientation and ability to maintain positive relationships with colleagues.
• Leadership by example.
• Interest in learning, improvement, and professional development.
• Adaptability to changes in the industry and clients’ needs.
• Commitment to the stated core values of 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.
• Provide advice 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 about client policy requirements, internal systems, and departmental procedures and policies.
• Shadow experienced Sales Executives and develop insurance sales, networking, and closing skills.

Benefits

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

What This Job Offers

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