Marshall+Sterling is a 100% employee-owned company with a strong commitment to helping clients manage risk. The Associate Sales Executive role focuses on building client relationships and driving new business through tailored insurance solutions.
Responsibilities:
- Build and maintain strong client relationships to drive trust, retention, and referrals
- Prospect, follow up on leads, and develop a consistent pipeline of new business
- Assess client needs and recommend appropriate insurance solutions and risk strategies
- Prepare quotes, proposals, and presentations using agency and carrier tools
- Meet or exceed sales goals and contribute to overall business growth
- Collaborate with internal teams and refer opportunities across divisions
- Maintain accurate documentation and follow agency workflows and compliance standards
Requirements:
- High school diploma required
- Ability to generate, pursue, and close sales opportunities
- Active Property & Casualty license (or ability to obtain within 6 months)
- Strong communication, relationship-building, and organizational skills
- Proficiency in Microsoft Office
- Valid driver's license with acceptable driving record
- college degree preferred
- experience with Vertafore is a plus