Sales Associate - Personal Insurance

Marsh McLennan•Kalispell, MT

About The Position

As a Personal Insurance Sales Associate in Marsh McLennan Agency’s Northwest region, you will prepare for advancement into a sales executive role by learning insurance sales through shadowing experienced Sales Executives. The early-career program is designed to build networking and closing skills while contributing to the organization and surrounding community. You will also support 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. The role includes hands-on training, regular feedback and development, mentorship, and access to resources. Sales Associates work alongside sales professionals and are expected to represent the brand with excellence and integrity, collaborate with colleagues, and contribute to shared success.

Requirements

Demonstrated sales aptitude and passion for sales.
Ability to build and maintain relationships, with strong business acumen.
Strategic, results-focused approach and interest in developing business acumen and closing sales.
Strong interpersonal skills, including the ability to work effectively through challenging situations.
Team orientation and ability to maintain positive colleague relationships.
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 values of 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.
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 continue developing and expanding existing clients.
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.