Sales Executive - Personal Insurance

Marsh McLennan•Bozeman, MT

About The Position

Marsh McLennan Agency is seeking a passionate, dynamic Sales Executive for 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 position includes hands-on training, ongoing feedback and development, mentorship, and resources, with the opportunity to work alongside sales professionals. The company emphasizes collaboration, excellence, integrity, and a shared contribution to sales success.

Requirements

Passion for sales and an understanding of the sales process and value proposition.
Ability to understand business, people, and technology and to seek opportunities to expand a network and grow revenue.
Ability to anticipate client needs and provide innovative solutions.
Strong interpersonal skills, including the ability to maintain positive relationships with colleagues.
Team-oriented approach and ability to lead by example.
Interest in learning, improvement, and professional development.
Adaptability to changing industry conditions 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 multi-faceted sales plan to make direct contact with prospects.
Participate in the collaborative development and training program to become skilled at identifying and minimizing client risk.
Drive sales results by using business acumen and training to increase firm revenue and build a book of business.
Partner with the Client Relations team to provide clients with consistent communication and service.