Sales Associate - Personal Insurance

Marsh McLennan•Billings, MT

About The Position

The Personal Insurance Sales Associate role with Marsh Agency’s Northwest region is an entry point for early-career sales colleagues preparing for advancement into a sales executive role. The associate develops insurance sales, networking, and closing skills by shadowing experienced Sales Executives and working with Personal Insurance Sales Leaders. The role also supports the client relations team by identifying opportunities to expand and retain client relationships. Work may be completed independently or collaboratively, with hands-on training, feedback, mentorship, and development resources. Colleagues are expected to represent the brand with excellence and integrity and contribute to clients, colleagues, and the community.

Requirements

Demonstrated sales aptitude and passion for sales.
Ability to build and maintain relationships.
Strong business acumen, or interest in developing it.
Results-driven and strategic approach to work.
Ability and motivation to turn prospects into clients and close business deals.
Ability to work well with people and maintain positive relationships with colleagues.
Team-oriented approach and ability to lead by example.
Interest in learning, improving, and pursuing professional development.
Ability to adapt to changing industry conditions and client needs.
Commitment to Marsh Agency’s core values: accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

Build community relationships 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 continue developing and expanding existing client relationships.
Prepare 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.