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Private Client Sales Advisor (MMA Bouchard)

Company: Marsh and McLennan
Location: Clearwater
Posted on: November 24, 2022

Job Description:

PRIVATE CLIENT SALES ADVISOR In early 2019, Bouchard Insurance joined Marsh & McLennan Agency (MMA), a subsidiary of Marsh LLC, the world's leading insurance broker and risk management advisor. Now known as Bouchard Insurance, A Marsh & McLennan Agency LLC, the partnership enabled us to retain our leadership, service model and culture while adding the support and resources of MMA. We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business. Bouchard MMA is looking for a Private Client Sales Executive who will sell new business accounts in keeping with agency and individual goals. Identifies and solicits high profile sales prospects from the agency's Commercial & Benefits departments, external networking sources and personal contacts. The primary responsibility is outside sales targeting VIP clients. A DAY IN THE LIFE OF A PRIVATE CLIENT SALES EXECUTIVE:

  • Develop new business sales to meet or exceed production goals.
  • Follow up on all referrals and expiration dates.
  • Qualify insurance prospects for insurability and quality of risk.
  • Gather all information necessary to underwrite and quote each risk.
  • Review and expand coverages to existing accounts.
  • Maintain a current level of knowledge on forms and coverages for all carrier partners.
  • Participate in sales meetings and seminars for skill and knowledge development.
  • Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry.
  • Work closely with the Account Manager to formulate a complete submission and establish a solid relationship with each client.
  • Communicate to all involved parties in a timely, accurate, and professional manner. THE IDEAL CANDIDATE WILL HAVE:
    • Current Florida 2-20 or 20-44 License
    • College degree desirable; Three years' experience in Personal Lines Sales; or equivalent combination of education and experience.
    • Possess skills necessary to communicate with clients, carriers and prospects concerning Personal Lines coverage.
    • Ability to maintain a professional manner at all times.
    • Intermediate knowledge of Microsoft Outlook, Excel and Word.
    • Knowledge of Sagitta Agency Management System, or willingness to learn.
    • Career development includes obtaining professional insurance designations.
    • Ability to work as part of a team WHY YOU'LL LOVE MMA - BOUCHARD REGION:Marsh McLennan Agency-Bouchard Region encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. 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. We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: health and welfare, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. At Marsh McLennan Agency-Bouchard Region, your future is limitless. For more information about our company, please visit us at:

Keywords: Marsh and McLennan, Clearwater , Private Client Sales Advisor (MMA Bouchard), Sales , Clearwater, Florida

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