Sales Executive - Personal Insurance

Marsh McLennan•Coeur d'Alene, ID

About The Position

Marsh McLennan Agency is seeking a Sales Executive to work in its Personal Insurance division. The role serves as a trusted partner and advisor to clients, understanding their lifestyle concerns and insurance needs and tailoring personal risk management solutions to their circumstances. The successful candidate will develop new business, identify cross-selling opportunities, build a book of business, and collaborate with Client Relations to provide consistent service. The agency offers hands-on training, feedback, development, mentorship, and sales resources. The position is suited to a consultative, adaptable, people-oriented sales professional who values teamwork, learning, leadership by example, and the agency’s core values of accountability, balance, excellence, integrity, respect, and humanity. Compensation includes a base pay determined by factors such as experience, skills, training, location, certifications, and education, plus commission on new sales revenue, annual profit sharing, and benefits.

Requirements

Passion for sales and commitment to the sales process and value proposition.
Ability to understand business, people, and technology and to seek opportunities to expand a network and grow revenue.
Consultative approach, including anticipating client needs and offering innovative solutions.
Strong interpersonal skills, including the ability to maintain positive relationships with colleagues.
Team-oriented approach.
Ability to lead 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 core values: accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

Develop new opportunities through personal lines referral networks, including wealth advisors, banks and financial institutions, law firms, accountants, and other referral sources.
Evaluate and implement personal insurance cross-sell opportunities within the local office and across the Marsh Agency organization.
Organize and execute a multifaceted sales plan to make direct contact with prospects.
Participate in the collaborative development and training program to learn to identify and minimize clients’ risks.
Drive sales results, increase revenue to the firm, and build a book of business by applying business acumen and training.
Partner with the Client Relations team to provide clients with consistent communication and service.