Sales and Risk Consultant

About the role

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).

Responsibilities

• Gather current coverage information from prospects and evaluate and analyze data to prepare comprehensive risk evaluations.
• Evaluate and interpret carrier contract language to deliver optimal client coverage recommendations while ensuring regulatory requirements are met and internal policies and procedures are followed.
• Work with Business Development Executives (BDEs) and Client Advisors (CAs) as appropriate to grow and expand referral sources.
• Generate referrals from your COIs.
• Meet new business development goals and forecast.
• Incorporate and regularly practice techniques introduced through Sales Training to continuously enhance skills and related performance.
• 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.
• 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.

Requirements

• 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.

Qualifications

• Bachelor’s degree is strongly preferred.

Skills

• Strong negotiation skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in Salesforce and EPIC Agency Management System.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid and flexible work.
• Charitable contribution match programs.
• Stock purchase opportunities.

Pay

The applicable base salary range for this role is $67,500 to $125,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

Hybrid and flexible work.

Benefits

• Health and welfare benefits.
• Tuition assistance.
• 401K savings and other retirement programs.
• Employee assistance programs.