Sales Associate, Personal Insurance

About the Role

As a Personal Insurance Sales Associate with Marsh McLennan Agency’s Northwest region, you will prepare for advancement into a sales executive role by building confidence in insurance sales through shadowing experienced Sales Executives. This program is an entry point designed for early career sales colleagues to develop networking and closing skills, allowing you to make a positive contribution to our organization and surrounding community.

Key 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.
• 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 remain active in developing and expanding existing clients.
• Deliver 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 MMA at trade exhibitions and events.
• Learn about client policy requirements, internal systems, and departmental procedures and policies.
• Support the client relations team by identifying opportunities for service expansion and retention strategies.
• Work in various situations, sometimes as part of a team and other times independently on assignments to achieve sales goals.

Requirements & Tech Stack

• Sales Aptitude
• Ability to build and maintain relationships
• Strong business acumen
• Results-driven
• Strategic thinker
• Results-focused
• Passion for closing business deals
• Good with people
• Team-oriented
• Natural leader
• Eagerness to learn and pursue professional development
• Adaptability
• Embrace core values: accountability, balance, excellence, integrity, respect, and humanity.
• Support of Personal Insurance Sales Leaders
• Hands-on training program, consistent feedback and development
• Access to mentorship, training, resources, and development

Qualifications

• Passionate about sales.
• Ready to challenge the status-quo.
• Enjoy maintaining positive relationships with colleagues.
• Lead by example.
• Good at staying on your toes.
• Ready for a meaningful change.