Overview In this role you will assess risk for prospects, translate coverage needs into optimal client solutions, and collaborate with cross-functional teams to grow referral networks. You will interpret carrier terms, ensure regulatory compliance, and leverage training to sharpen your sales and advisory capabilities. The position sits at the intersection of client management and risk analysis within MMA's insurance solutions culture. You'll engage with high-net-worth clients and carriers to deliver trusted coverage that aligns with client goals. Compensation / BenefitsGenerous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesRemote or Hybrid and flexible workCharitable contribution match programsStock purchase opportunitiesInclusive Culture ResponsibilitiesNegotiate with multiple high-net-worth carriers to provide comprehensive coverage within proposals and regulatory requirementsGenerate referrals from COIs and grow the referral networkMeet new business development goals and forecastingIncorporate Sales Training techniques to improve performanceUse Salesforce for funnel and internal reportingUtilize EPIC Agency Management System to manage account information accuratelyEnsure regulatory compliance and adherence to internal policiesReview and interpret carrier contract language to deliver optimal client coverage recommendations Key requirements4 years of directly related business development or client service experienceSuccessful Sales and Risk Consultant experience with high-net-worth clientsP&C licensed and experience with HNW personal lines insurancecollaboration with cross-functional teamsstrong communication and relationship-buildingprocess discipline and attention to regulatory detailSalesforceEPIC Agency Management Systemdata interpretation for risk evaluations
Not specified in the original listing.
Not specified in the original listing.
Marshall & Sterling Inc is a provider of employee benefits and commercial insurance solutions. They are committed to building strong relationships with clients and delivering tailored insurance proposals. The company emphasizes collaboration and prof... Read More