Sales Associate - Personal Insurance

Marsh McLennan•Helena, MT

About The Position

The Personal Insurance Sales Associate role in Marsh Agency’s Northwest region is an entry point for early-career sales colleagues preparing for advancement into a sales executive role. The associate builds insurance sales confidence by shadowing experienced Sales Executives, developing networking and closing skills, and contributing to the organization and surrounding community. The role also supports the client relations team by identifying opportunities to expand services and retain clients. 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. Colleagues are expected to represent the brand with excellence and integrity, collaborate, and contribute to shared success. The associate builds community relationships and new business opportunities, meets with prospects and business leaders, consults on insurance solutions, supports client servicing, and helps transition and develop client relationships. The role includes preparing accurate cost calculations and quotations, reviewing sales goals and performance with Personal Insurance Sales Leaders, representing Marsh Agency at events, and learning client policy requirements and internal procedures. The company describes a competitive compensation package, with base pay determined by factors including experience, skills, training, location, certifications, and education. The position is also eligible for commission on new sales revenue, annual profit sharing, and benefits. Marsh McLennan states its commitment to a diverse, inclusive, and flexible work environment and to providing reasonable accommodations.

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.
Ability to turn prospects into clients by closing business deals.
Positive, team-oriented approach to working with colleagues.
Leadership by example.
Interest in learning, improvement, and professional development.
Ability to adapt to changing industry and client needs.
Embrace 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 continue developing and expanding existing clients.
Provide 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.
Shadow experienced Sales Executives and develop networking and closing skills.
Identify opportunities for service expansion and client retention.