Sales Associate - Personal Insurance

Marsh McLennan • Billings, MT

7d

About The Position

As a Personal Insurance Sales Associate with Marsh McLennan Agency’s Northwest region, you will prepare for advancement into a sales executive role by developing insurance sales skills through shadowing experienced Sales Executives. The entry-level program is designed for early-career sales colleagues to build networking and closing skills and contribute to the organization and surrounding community. You will also support the client relations team by identifying service-expansion opportunities and retention strategies. Work may be performed independently or as part of a team to achieve sales goals, with support from Personal Insurance Sales Leaders.

The role includes a hands-on training program, ongoing feedback and development, mentorship, and access to resources. You will work alongside sales professionals and represent the Marsh Agency brand with excellence and integrity in interactions with clients, colleagues, and the community.

Requirements

• Passion for sales and demonstrated sales aptitude.
• Ability to build and maintain relationships, with strong business acumen.
• Strategic, results-focused approach and interest in closing business deals.
• Ability to work well with people, including during challenging situations.
• 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 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 while continuing to develop and expand 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.

Benefits

• Competitive compensation package, with local and state salary thresholds honored.
• Commission on new sales revenue.
• Annual profit sharing.
• Paid paternity/maternity leave.
• Medical leave.
• 401K savings.
• Other wellbeing programs.
• Hands-on training, ongoing feedback and development, mentorship, and access to resources.

What This Job Offers

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