Sales & Risk Consultant (Remote - Southeast)

MMC; Naples (FL); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Remote or Hybrid work

Job summary

Marsh McLennan Agency in Naples, FL is seeking a Sales and Risk Consultant to deliver risk evaluations and tailored coverage recommendations for high-net-worth clients.

You will gather current information, interpret carrier language, grow referrals with BDEs and CAs, and ensure regulatory compliance while applying our sales training. Proficiency with Salesforce and EPIC, a P&C license, and a track record in business development are preferred; remote or hybrid work is available.

Qualifications

• 4 years of directly related business development/client service experience.
• Successful Sales and Risk Consultant experience with high-net-worth clients essential.
• P&C licensed and HNW personal lines insurance experience necessary.
• Bachelor's degree preferred.

Responsibilities

• Gather current coverage information from prospects and evaluate data to prepare risk evaluations.
• Review and interpret carrier contract language to deliver optimal client coverage recommendations.
• Collaborate with Business Development Executives and Client Advisors to grow referrals.
• Use Salesforce to complete funnel and other internal information tracking reports.
• Enter and maintain all account information in EPIC Agency Management System.

Skills

Sales experience

High-net-worth client experience

P&C insurance knowledge

Regulatory compliance

Education

Bachelor's degree (preferred)

P&C license

Tools

Salesforce

EPIC Agency Management System

Job description

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Sales and Risk Consultant at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Sales and Risk Consultant you will gather current coverage information from prospects and evaluate and analyze data and prepare comprehensive risk evaluations to include product and service requirements. You'll review and interpret carrier contract language to deliver optimal client coverage recommendations while ensuring regulatory requirements are met and internal policies procedures are followed. You will work with Business Development Executives (BDEs) and Client Advisors (CAs) as appropriate to grow and expand referral sources. Additionally, you will incorporate and regularly practice techniques introduced through Sales Training to continuously enhance skills and related performance.

We will count on you to:

• Negotiate with primarily multiple HNW insurance carriers to provide comprehensive coverage options outlined in proposals, while conforming to laws, regulations and requirements governing the insurance industry.
• Generate referrals from your COIs.
• Be responsible for meeting new business development goals and forecasting.
• Incorporate and regularly practice techniques introduced through Sales Training to continuously enhance skills and related performance.
• Use Salesforce to complete funnel and other internal information tracking reports as required.
• Use the EPIC Agency Management System in an accurate and timely manner to enter and maintain all account information.
• Ensure that all regulatory requirements are met and there is compliance with all internal policies and procedures.
• Review and interpret carrier contract language to deliver optimal client coverage recommendations.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• 4 years of directly related business development/client service experience.
• Successful Sales and Risk Consultant experience with high-net-worth clients essential.
• P&C licensed and HNW personal lines insurance experience necessary.

These additional qualifications are a plus, but not required to apply:

• Bachelor's degree is strongly preferred.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Remote or Hybrid and flexible work Charitable contribution match programs Stock purchase opportunities Inclusive CultureCompetitive compensation

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3QpcjmwFollow us on social media to meet our colleagues and see what makes us tick:https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://www.linkedin.com/company/marsh-mclennan-agency/

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAPCS